ADVISOR BIO

Daniel Katai is an investment advisor representative at Vanguard Advisers, Inc. Daniel has been in the financial services industry since 2008. Daniel holds Series 6, 7 and 63 licenses and is a Certified Financial Planner. Daniel is registered to provide investment advice in 53 states and the District of Columbia. The Vanguard Group, Inc. is the parent company of Vanguard Marketing Corporation and Vanguard Advisers, Inc.

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ADVISOR BIO

Daniel Hancock is a financial advisor registered with United Planners' Financial Services Of America A Limited Partner. Daniel has been in the financial services industry since 2013, and has experience working with clients in the following areas: investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Daniel has worked at several firms during his career, including Edward Jones, Cetera Investment Services LLC, LPL Financial LLC, and CUSO Financial Services, L.P.. Daniel currently holds active registrations as a Registered Representative in Wyoming and Texas.

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ADVISOR BIO

Daniel Twogood is an investment advisor representative associated with Eversource Wealth Advisors, LLC and Twogood Financial Services, Inc.. Daniel has been a registered representative since 1994 and is licensed to sell securities in Arizona and Texas. Daniel offers advisory services including financial planning, portfolio management, and educational seminars. Daniel specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Daniel Lacross is a financial advisor at Equitable Advisors, LLC. Daniel has been in the industry for over a year and is registered in both Arizona and Florida. Daniel is also a licensed investment advisor representative. Daniel's main office is located in Scottsdale, Arizona.

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ADVISOR BIO

Daniel Clark is a registered Investment Advisor Representative with Vanguard Advisers, Inc. Daniel has been working in the financial industry since October 2006 and has experience providing financial advice and portfolio management for individuals, businesses, pooled investment vehicles and other clients. Daniel Clark's practice specializes in offering financial planning, portfolio management services, and selection of other advisers. Daniel has passed the Series 6, Series 7, Series 63 and Series 66 exams and is registered in both Arizona and Texas.

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ADVISOR BIO

Daniel J Horyza is a financial advisor with Morgan Stanley, based in Scottsdale, Arizona. Daniel J Horyza has been in the financial industry since April 8, 2007. Daniel J Horyza is registered to provide investment advice in 51 states and the District of Columbia, and he is also registered to provide investment advice in Minnesota, Texas, and Wisconsin. Daniel J Horyza has passed the Series 66, Series 7, and SIE exams. Daniel J Horyza also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel J Horyza’s prior registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated ended on September 27, 2011.

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ADVISOR BIO

Daniel Scott Braddock is an investment advisor representative with Almega Wealth Management. Daniel has been in the industry since 2003 and holds a Series 65 license. He is licensed in North Carolina. Daniel provides financial planning, portfolio management, and educational seminars to individuals and businesses.

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ADVISOR BIO

Daniel Harmeyer is a financial advisor with Trajan Wealth, LLC. Daniel has been in the industry since 1987 and is registered with the state of Georgia. Daniel is also a Certified Financial Planner. He has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Daniel offers a variety of financial planning and investment services, including portfolio management for individuals, investment companies, and educational seminars.

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ADVISOR BIO

Daniel Hilby is an investment advisor representative with Vanguard Advisers, Inc. Daniel has been in the industry since May 27, 2012. Daniel has been registered in Arizona and Texas since 2016. Daniel's firm, Vanguard Advisers, Inc., is a registered investment advisor with the SEC and is headquartered in Malvern, PA. The firm has a large clientele including high net worth individuals, pension plans, and individuals other than high net worth. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Daniel also provides financial planning services. The firm provides investment advisory services and has over 333 billion in assets under management.

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ADVISOR BIO

Daniel Evan Lloyd-roberts is an Investment Advisor Representative with Stoker Ostler, A Part Of BMO Financial Group located in Scottsdale, Arizona. Daniel Evan Lloyd-roberts has been in the industry for 11 years. Previously, Daniel Evan Lloyd-roberts was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scottsdale, Arizona. Daniel Evan Lloyd-roberts holds the Series 63, 65, and 7TO securities licenses as well as the SIE exam. Daniel Evan Lloyd-roberts is also a Certified Financial Planner.

SPECIALIZATIONS