ADVISOR BIO

Daniel Arceo Miller is a financial advisor based in Fresno, CA, with a focus on individual and business portfolios. Daniel has been actively involved in the financial services industry since 2021. Daniel currently works at LPL Financial LLC, a leading independent broker-dealer and registered investment advisor, specializing in a range of services including financial planning and investment management. Before joining LPL, Daniel was associated with Cetera Advisors LLC in Oakhurst, CA.

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ADVISOR BIO

Daniel Tang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in WALNUT CREEK, CA. Daniel is registered with the state of California. Daniel has 9 years of experience in the financial services industry. Previously, Daniel was a financial advisor at METLIFE SECURITIES INC. in WALNUT CREEK, CA. Daniel holds the Series 7 and Series 66 licenses. Daniel specializes in providing financial advice to individuals, corporations, and institutions.

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ADVISOR BIO

Daniel Ziskin is a financial advisor with Planmember Securities Corp. in Manhattan Beach, California. Daniel has been in the financial industry since 1977 and has a wide range of experience. He holds the Series 7, Series 63, Series 65, and SIE licenses. Daniel also holds the Certified Financial Planner designation. His firm, Planmember Securities Corp., is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment advisory services to individuals, businesses, and charitable organizations. Planmember Securities Corp. manages approximately $8.3 billion in assets.

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ADVISOR BIO

Daniel Gutierrez is a registered investment advisor representative with Statheros Financial Solutions, Inc. in El Dorado Hills, California. Daniel has been in the industry since July 2002. Daniel is licensed to provide investment advisory services in California and Texas. Daniel is also registered with the state of California as an Investment Advisor Representative. Statheros Financial Solutions, Inc. is an investment advisor firm headquartered in El Dorado Hills, California with a total of 11 employees. The firm has 1294 accounts under management with a total amount of $705,224,308 in assets under management. Statheros Financial Solutions, Inc. primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm provides financial planning, pension consulting, and portfolio management for individuals.

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ADVISOR BIO

Daniel Tomlinson is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where Daniel has been employed since April 2017. Daniel has a total of 15 active registrations, including the Uniform Combined State Law Examination (Series 66) and other exams such as Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7). Daniel is licensed to offer a range of financial services, including portfolio management for both individuals and businesses, as well as pension consulting and educational seminars.

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ADVISOR BIO

Daniel Lee Grampp is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry since 1997 and has a broad range of experience in financial planning, portfolio management, and investment consulting. Daniel has earned the Certified Financial Planner designation. Daniel also has a wide network of contacts in the industry and can help clients navigate the complex world of finance.

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ADVISOR BIO

Daniel D. Hansen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in LOS ANGELES, CA. Daniel has been in the industry since 2008 and has extensive experience providing financial advice and investment management services to individuals, businesses, and institutions. Daniel holds multiple licenses and certifications, including Series 7, Series 9, Series 10, Series 31, and SIE, demonstrating a strong commitment to professional development and adherence to industry standards.

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ADVISOR BIO

Daniel Pettit is a financial advisor with over 25 years of experience in the financial services industry. Currently registered with Wells Fargo Clearing Services, LLC, Daniel has been active in the securities and investment advisory fields since 1995. Throughout Daniel's career, he has worked with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, MTL Equity Products, Inc., First Brokerage America, L.L.C., National Planning Corporation and CitiCorp Investment Services. Daniel holds Series 6, 7, 63, 65 and 66 licenses, demonstrating a breadth of knowledge in the financial services industry.

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ADVISOR BIO

Daniel Jerome Vistica is an Investment Advisor Representative associated with Vistica Wealth Advisors, LLC. Daniel Vistica has been in the industry for a number of years, and holds the Series 65 license. Daniel Vistica is registered with the state of California and the state of Texas. The firm has a main office in Carlsbad, CA. Vistica Wealth Advisors, LLC primarily provides financial planning services to individuals and pension consulting. They also offer other investment advisory services including the selection of other advisors. The firm manages approximately $103 million in regulatory assets.

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ADVISOR BIO

Daniel Patrick Leahy is a financial advisor who is registered with Allworth Financial, LP. Daniel Leahy is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 17 years. Daniel Leahy specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. He is licensed to provide investment advice in California. Daniel Leahy previously worked at QA3 Financial Corp. and Investment Architects, Inc.

SPECIALIZATIONS