ADVISOR BIO

Daniel Campbell is a financial professional with over 12 years of experience in the industry. He is currently registered with The Ameriflex Group in Fullerton, California. Daniel Campbell has a diverse background, having worked with several firms including SAGEPOINT FINANCIAL, INC., INDEPENDENT FINANCIAL GROUP, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel Campbell holds the Series 66, Series 7 and SIE licenses. Daniel Campbell specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Daniel Bessey is a financial advisor with over 20 years of experience in the industry. Daniel currently holds registrations with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC in California and Texas. Daniel has previously held registrations with First Republic Securities Company, LLC, Morgan Stanley Smith Barney, Spear, Leeds & Kellogg, L.P., and William O'Neil & Company, Incorporated. Daniel is a Series 3, 7, 55, and 66 licensed professional. Daniel is a dedicated advisor with a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Daniel Walter Donihue is an investment advisor representative with Coppell Advisory Solutions LLC. Daniel Walter Donihue is licensed in California, Louisiana and Texas. Daniel Walter Donihue has been in the financial industry since July 1998. Daniel Walter Donihue provides financial planning and selection of other advisers services to individuals and businesses.

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ADVISOR BIO

Daniel Paden is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry since 2014. Daniel is licensed in Arizona, California, Hawaii, North Carolina, Oregon, Tennessee, and Wisconsin. Daniel holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE. Daniel is experienced in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

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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 J. Bergmann is a financial advisor with J.P. Morgan Securities LLC, based in LOS ANGELES, CA. Daniel is registered with the state of California, New York and Texas. Daniel has been a registered representative in the securities industry since March 2017. Daniel has experience working at Wells Fargo Clearing Services, LLC, and has a background in financial services. Prior to the securities industry, Daniel was employed in the fashion industry. Daniel is committed to providing clients with the best possible financial advice.

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ADVISOR BIO

Daniel Onsurez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel is a registered representative and investment advisor representative in the state of California. He is also registered in Texas. Daniel has been in the financial industry since January 2019. Daniel's experience includes working with J.P. Morgan Securities LLC, as well as experience in banking, education, and customer service. Daniel provides portfolio management, financial planning and investment advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Daniel John Legan is a financial advisor who has been in the industry since 1993. Daniel John Legan is currently registered with RBC Capital Markets, LLC and holds the Series 63, Series 7 and SIE licenses. Before joining RBC Capital Markets, LLC, Daniel John Legan was registered with Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel John Legan provides financial planning, portfolio management and selection of other advisors services.

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ADVISOR BIO

Daniel Gordon Shuler is a financial advisor registered with Morgan Stanley. Daniel Shuler has been in the industry since 1992. Daniel Shuler is licensed to provide investment advice in California and Illinois. Daniel Shuler's firm offers financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.

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ADVISOR BIO

Daniel Dunham is a financial advisor at DWR Wealth Management, LLC. Daniel holds a Series 65 license and has been in the industry for over 5 years. Daniel has a background in accounting and consulting and has a strong understanding of financial planning and wealth management. Daniel specializes in financial planning for individuals, businesses, and charitable organizations. Daniel is also a Chartered Financial Consultant.

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