ADVISOR BIO

Dan Liu is a financial professional with experience in the financial services industry. Dan is currently registered with Cetera Investment Advisers LLC in Pasadena, CA, and previously worked at HSBC Securities (USA) INC. in San Gabriel, CA. Dan is a licensed securities representative and investment advisor representative and holds Series 6, 7, 63, and 66 securities licenses. Dan has been in the industry since 2018, and specializes in providing financial planning, pension consulting, and portfolio management services to a variety of clients. Dan can provide these services through Cetera Investment Advisers LLC.

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ADVISOR BIO

Dan McIntire is a financial advisor who is registered with Edward Jones. Dan is a licensed investment advisor representative and has been in the industry for over 12 years. Dan holds several licenses, including Series 7, Series 66 and the SIE. Dan specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Dan has experience in financial services, real estate, and mortgage lending. Dan is also a rental property owner in California.

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ADVISOR BIO

Dan Laurence Werry is a financial advisor registered with Emerson Equity LLC and is based in Irvine, CA. Dan Laurence Werry has over 14 years of experience in the financial services industry. Dan Laurence Werry specializes in providing a variety of financial advisory services, including financial planning, portfolio management, and selection of other advisors. Dan Laurence Werry has a strong track record of success in helping clients achieve their financial goals. Dan Laurence Werry holds the Series 63, Series 22, and Series 7 licenses.

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ADVISOR BIO

Dana Goldfarb is an investment advisor representative with Raymond James & Associates, Inc. Dana has over 40 years of experience in the financial services industry. Dana has experience working with individuals, high-net-worth individuals, corporations, businesses, trusts, estates, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans. Dana has earned the Series 7, 8, 9, 10, 15, 31, 63, and 65 licenses, and the SIE exam. Dana is registered with the state of California, and is also registered in 24 other states.

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ADVISOR BIO

Dana Rubarth is an active investment advisor registered with the state of California and Texas. Dana has been in the financial services industry since 2010 and has been associated with JPMorgan Securities LLC since 2022. Dana's experience includes working with a variety of clients including individuals, corporations, charitable organizations, and pension plans. Dana has a strong track record of providing financial advice and managing investments.

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ADVISOR BIO

Dana Terry is a financial advisor with UBS Financial Services Inc. Dana Terry is registered to provide investment advice in California and Texas. Dana Terry has been working in the financial services industry since 1996. Dana Terry is located in the Irvine branch office of UBS Financial Services Inc.

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ADVISOR BIO

Dana Morton is a financial advisor in Rohnert Park, CA. Dana has been in the industry since November 16, 1981, and is currently registered with LPL Financial LLC. Dana has a wide range of experience in the industry, having worked with several firms throughout their career. Dana is also active in real estate, owning and renting out several properties.

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ADVISOR BIO

Dana Kern is a financial advisor who has been in the industry since 2012. Dana is currently registered with Morgan Stanley and has previously worked at Merrill Lynch and UBS Financial Services. Dana has a broad range of experience and is licensed to provide investment advice in multiple states. Dana is committed to providing personalized financial planning and portfolio management services to individuals, families, and businesses. Dana is also actively involved in the community and is a passionate advocate for financial literacy.

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ADVISOR BIO

Dana L. Bennett is a financial advisor with Wells Fargo Clearing Services, LLC. Dana has been in the industry since 2012 and is registered to provide investment advice in multiple states. Dana holds the Series 7, Series 66, and SIE licenses, and has experience providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. Dana is based in Westlake Village, CA.

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ADVISOR BIO

Dana Vestal is a financial advisor with Pruco Securities, LLC. Dana is licensed to provide investment advice in California, Florida and Nevada. Dana's main office is located at 428 1/2 1ST STREET, SUITE 203 in WOODLAND, CA. Dana has been a financial advisor since 1984.

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