ADVISOR BIO

Daniel Plascencia is a registered representative with LPL Financial LLC. Daniel has been in the industry since 2023 and has experience with Charles Schwab & Co., Inc. Daniel holds the Series 7TO and SIE licenses and has worked for various companies over the years including Allied Universal, World Financial Group, Securitas, Mountain View Police Department, Charles Schwab Bank SSb, EXCITE CREDIT UNION, and LPL Financial LLC. Daniel offers a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, educational seminars and consulting and other non-discretionary advisory services.

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ADVISOR BIO

Daniel Hardman is a financial professional with over 18 years of experience in the industry. Daniel is currently a Registered Representative with J.p. Morgan Securities LLC, based in San Francisco, California. Before joining J.p. Morgan Securities LLC, Daniel worked at several other firms including Montgomery & Co., LLC, Cantor Fitzgerald & Co. and Wells Fargo Securities, LLC. Daniel has expertise in investment banking and holds several licenses and registrations, including Series 7, 79, 79TO, 24, 63 and SIE. Daniel specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations and labor unions.

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ADVISOR BIO

Daniel Christ is a financial advisor at Wells Fargo Clearing Services, LLC with over 35 years of experience in the financial industry. Daniel has a strong record of providing financial advice and investment management services to individuals and families, as well as institutions and corporations. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and holds licenses in 27 states. Daniel is also a member of the San Joaquin County Estate Planning Council. Daniel can help with financial planning, investment management, retirement planning, and estate planning.

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ADVISOR BIO

Daniel Steinberg is a financial professional with over 16 years of experience in the financial services industry. Daniel is currently registered with Wells Fargo Clearing Services, LLC, and provides investment advice to individuals and institutions. Daniel holds Series 7, 7TO, 87, 63 and 66 securities licenses. Daniel also holds a Chartered Financial Analyst designation. Daniel's past experience includes roles at Umpqua Investments, Inc., BANC of America Securities LLC, and Van Der Moolen Specialists USA, LLC.

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ADVISOR BIO

Daniel Hansen is a financial advisor with Stifel, Nicolaus & Company, Inc. based in IRVINE, CA. Daniel has been working in the financial services industry since November 10, 2021. Daniel has a combined Series 66 and Series 7TO license allowing Daniel to offer securities and investment advisory services in California and Texas. Daniel also holds the SIE license.

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ADVISOR BIO

Daniel Zachary is a financial advisor with Edward Jones. Daniel has been in the financial services industry for over 11 years. His background includes working for E*TRADE SECURITIES LLC and Edward Jones. Daniel is licensed to provide investment advice in 16 states including Arizona, California, Colorado, Georgia, Idaho, Nevada, New Jersey, New Mexico, North Carolina, Oregon, Texas, Virginia, Washington, and Wisconsin. He specializes in providing financial planning, portfolio management, and retirement planning services to individuals and businesses. Daniel's focus is on providing customized financial advice that meets each client's unique needs and goals.

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ADVISOR BIO

Daniel Kim is a financial advisor at Morgan Stanley. Daniel has been in the financial services industry for 6 years and holds the Series 7TO, Series 66, and SIE licenses. Daniel is registered in 31 states and the District of Columbia. Daniel specializes in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. Daniel is committed to providing personalized service and helping clients achieve their financial goals.

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ADVISOR BIO

Daniel Gromatzky is an investment advisor representative currently registered with Allworth Financial, LP. Daniel has been in the industry since 2007 and holds a Series 65 license. Daniel is active in Texas and California. Daniel specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Daniel Angel Herrera is a financial professional registered in California. Daniel is associated with J.P. Morgan Securities LLC and has been in the industry since August 1, 2023. Daniel has passed the Series 63, Series 6TO, and SIE exams.

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ADVISOR BIO

Daniel Kanwar singh Dhillon is a financial advisor with LPL Financial LLC. Daniel is registered with the state of California and has been in the financial industry since 2006. Daniel has a strong background in the financial services industry, with previous experience at Fidelity Brokerage Services LLC, BANCWEST INVESTMENT SERVICES, INC., VALIC FINANCIAL ADVISORS, INC., CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., and McLaughlin, Piven, Vogel Securities, Inc. Daniel is also a Certified Financial Planner. Daniel has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS