ADVISOR BIO

Daniel Heidelberger is a financial professional with over 17 years of experience in the financial services industry. Daniel is currently registered with Sovran Advisors, LLC and holds licenses in California and Texas. Prior to joining Sovran Advisors, LLC, Daniel was employed by MML Investors Services, LLC, MSI Financial Services, Inc., and Thrivent Investment Management Inc. Daniel holds a Certified Financial Planner designation and has a strong track record of providing financial planning and asset management services to a wide range of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Daniel Chowdhury is a financial advisor who has been in the industry since December 4, 2018. Daniel is registered with J.P. Morgan Securities LLC and holds Series 63, SIE and Series 6TO licenses. Daniel specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel can also assist with selection of other advisers and has expertise in serving the needs of high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Daniel Hahn is a financial advisor with Independent Financial Group, LLC located in Mountain View, CA. Daniel has been in the industry since November 1992. Daniel Robert Hahn is a registered representative with FINRA and a licensed investment advisor representative. Daniel holds Series 6, 7, 63, and 65 licenses. Daniel has been with Independent Financial Group, LLC since March 2017. Daniel has been working with individuals, families, businesses, and institutions for over 30 years. Daniel is committed to providing clients with comprehensive financial planning services. Daniel has a strong commitment to serving the needs of his clients. Daniel's experience and expertise make him a valuable resource for clients seeking financial guidance.

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ADVISOR BIO

Daniel Jose Valdes is an investment advisor representative with LPL Financial LLC. Daniel has been working in the securities industry since January 2, 1997. Daniel is registered with the following states: Arizona, California, Colorado, Idaho, Iowa, Texas, and Washington. Daniel also holds FINRA Series 6, 7, and 63 securities licenses as well as the SIE and Series 65. Daniel's previous employers include NATIONAL PLANNING CORPORATION, WM FINANCIAL SERVICES, INC., GRIFFIN FINANCIAL SERVICES, and FIMCO SECURITIES GROUP, INC.

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ADVISOR BIO

Daniel L Bono is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial services industry since 2022. Daniel is licensed in California and Texas. Daniel L Bono has a series 66, series 7TO and SIE licenses. Daniel L Bono's firm, Wells Fargo Clearing Services, LLC, has been in business since 1997 and has offices in 41 states. Wells Fargo Clearing Services, LLC specializes in providing investment consulting services, financial planning, and portfolio management for businesses and individuals.

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ADVISOR BIO

Daniel John Roberts is a financial advisor with Centaurus Financial, Inc. with over 40 years of experience in the industry. Daniel John Roberts is registered with the state of California and holds Series 63, Series 24, SIE, Series 7 and Series 1 licenses. In addition to their work with Centaurus Financial, Inc., Daniel John Roberts is also a Co-Owner/General Manager of Pet Buddies.

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ADVISOR BIO

Daniel Baskin is a financial advisor with over 17 years of experience in the industry. Daniel has held various positions at several firms, including Ameriprise Financial Services, Inc., WAMU Investments, Inc., Chase Investment Services Corp., J.P. Morgan Securities LLC, and currently at Wells Fargo Clearing Services, LLC. Daniel holds a Series 66, Series 7 and SIE licenses, and is registered to provide investment advice in 22 states.

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ADVISOR BIO

Daniel Sivolella is an investment advisor representative with J.p. Morgan Securities LLC. Daniel has been in the industry since 1995 and holds a Series 7, Series 24, Series 63, and Series 65 license. Daniel is also a Chartered Financial Analyst (CFA). Daniel works with a variety of clients including individuals, corporations, and charitable organizations. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel's experience with J.P. Morgan Securities Inc., J.P. MORGAN ADVISORS, INC. and J.P. MORGAN CHASE BANK, NA provide a broad base of experience in the financial industry.

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ADVISOR BIO

Daniel Robinson is a financial professional with over 15 years of experience in the industry. Daniel is registered with Principal Securities, Inc. and holds a Series 7, Series 6, Series 63 and Series 65 licenses. Daniel is also a Certified Financial Planner and a Chartered Financial Consultant. Daniel provides financial planning, investment management, pension consulting and educational seminars. Daniel is registered in multiple states, including California, Texas, Arizona, Colorado, Hawaii, Michigan, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Virginia and Washington.

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ADVISOR BIO

Daniel Bradshaw is a financial advisor with over 13 years of experience in the financial services industry. Daniel is currently registered with J.P. Morgan Securities LLC and has previously worked for CHARLES SCHWAB & CO., INC. Daniel holds Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner. Daniel provides financial planning, portfolio management, and pension consulting services to a range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS