ADVISOR BIO

Daniel Cozano is an Investment Advisor Representative registered with the state of California and is employed at ONE Capital Management, LLC. Daniel has been in the financial industry since 2005. Daniel has the Series 65 license, Uniform Investment Adviser Law Examination. ONE Capital Management, LLC, is an SEC Registered Investment Advisor. The firm provides a variety of advisory services to a range of clients, including individuals, businesses, and investment companies. ONE Capital Management, LLC provides financial planning, advisory consulting, and portfolio management services.

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ADVISOR BIO

Daniel Ellmann Tang is an Investment Advisor Representative at Miracle Mile Advisors, LLC. Daniel has been in the industry for over 12 years. Daniel holds the Series 65 license and is a Certified Financial Planner. Daniel is registered with the state of California. Prior to joining Miracle Mile Advisors, LLC, Daniel has held positions at various firms including Karp Capital Management Corporation, UBS Financial Services Inc., Callan LLC, and Zip Inc.

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ADVISOR BIO

Daniel Zacharias is a financial advisor registered with UBS Financial Services Inc. in California and Texas. Daniel has been working in the financial industry since April 2009. In addition to his work at UBS Financial Services Inc., Daniel is also a partner in ZBros Investments. Daniel is licensed to offer a variety of financial products and services, including securities, investment advisory services, and insurance products. Daniel is a registered representative of UBS Financial Services Inc. and has been registered with the Securities and Exchange Commission since July 2009. Daniel holds the Series 66 and Series 7 licenses, as well as the SIE designation.

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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 James Downard is a financial advisor who is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel James Downard has been in the industry for 10 years. Daniel James Downard is licensed to provide advisory services in 53 states. Daniel James Downard has experience at several firms, including Scottrade, Inc. and Waddell & Reed. Daniel James Downard has passed the Series 7, Series 10, Series 9, Series 66 and SIE exams. Daniel James Downard's current registration status is active.

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ADVISOR BIO

Daniel Jeffrey May is an investment advisor representative with The Colony Group, LLC. Daniel has been in the industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Daniel has been registered with the state of California as an Investment Advisor Representative since July 2020. Daniel has held several positions in the financial services industry, including roles at Securities America, Inc., Foothill Securities, Inc., and Charles Schwab & Co., Inc. Daniel is committed to providing clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals.

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ADVISOR BIO

Daniel Talcott is a financial advisor who has been in the industry since 1979. Daniel is currently registered with Planmember Securities Corp. and has been with them since 2015. Daniel has previously worked at Signator Financial Services, Inc., Sunamerica Securities, Inc., Interpacific Investors Services, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Shearson Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has a wide range of experience in the financial industry and has obtained licenses to provide services in a variety of areas, including securities, insurance, and investment advising. Daniel currently provides investment services to high net worth individuals, pension and profit sharing plans, corporations, and individuals other than high net worth. Daniel's services include financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Daniel Cameron Dennehy is a registered investment advisor representative associated with UBS Financial Services Inc. in WALNUT CREEK, CA. Daniel has been in the securities industry for over 1 year. Daniel has passed the Series 7TO, SIE and Series 66 examinations. Daniel provides services to individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans and insurance companies. UBS Financial Services Inc. is a large firm managing over $700 billion in client assets. The firm provides portfolio management, financial planning and investment services, among others.

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ADVISOR BIO

Daniel Enrique Lopez is a financial professional with over 5 years of experience in the industry. Daniel is registered with Eagle Strategies LLC and holds licenses for both securities and investment advisory services in California. Daniel has previously worked for Ameriprise Financial Services, LLC and NYLIFE Securities LLC. Daniel is a Series 7, Series 66, and SIE licensed professional.

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ADVISOR BIO

Daniel Eric Billings is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Wedbush Securities Inc. and previously worked at Lime Brokerage LLC and Jefferies LLC. Daniel holds the Series 27, SIE and Series 99TO licenses and specializes in providing financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. Daniel is committed to helping clients achieve their financial goals.

SPECIALIZATIONS