ADVISOR BIO

Daschel Elias Grammer is a financial advisor at Raymond James Financial Services Advisors, Inc. Daschel has been in the financial industry for over 5 years and holds Series 6, 7, 63 and 66 licenses. Daschel also holds the Certified Financial Planner designation. Daschel has experience working at Securian Financial Services, Inc. and American Century Investment Services Inc. Daschel is registered to provide investment advisory services in California and Texas.

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ADVISOR BIO

Dashan Von Hayhurst is a financial advisor with over 20 years of experience in the industry. Dashan is currently registered with J.p. Morgan Securities LLC and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Brookstreet Securities Corporation, E*Offering and John Hancock Distributors, Inc.. Dashan holds a Series 6, 7, 63 and 66 license and has expertise in financial planning, portfolio management for individuals and businesses, and pension consulting. Dashan is registered to provide investment advice in several states, including Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Maryland, Minnesota, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Dashiell H. Weiner is an investment advisor representative with J.P. Morgan Securities LLC. Dashiell has been in the financial services industry since November 2012. Dashiell's previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dashiell holds Series 7, Series 66, and SIE licenses. Dashiell H. Weiner is registered in California and Texas, with J.P. Morgan Securities LLC, which is a registered investment adviser. The firm provides investment advice to individual and institutional clients.

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ADVISOR BIO

Dat Tan Nguyen is an investment advisor representative with Fidelity Personal And Workplace Advisors. Dat is registered with the state of California. Dat specializes in financial planning, education seminars, and portfolio management for individuals and businesses. Dat's professional experience includes work at Gabrielino High School and Jefferson Middle School, Western Governors University, Logic Wealth Management, and Fidelity Investments.

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ADVISOR BIO

Dauna Rae Bohlken is a financial advisor who has been in the industry since 1997. She is currently registered with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Dauna is licensed in California and has experience working with individuals, businesses, and charitable organizations.

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ADVISOR BIO

Dave Malhotra is a financial advisor at Fidelity Personal And Workplace Advisors. Dave has been in the financial industry since February 2018. Dave is licensed to provide financial advice in 53 states and the District of Columbia. Dave holds Series 6, 7TO, and 63 licenses as well as the SIE and Series 65 certifications. Dave has been working with clients on investment and retirement planning since 2018 and has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Dave Agustin is a financial advisor with Wells Fargo Clearing Services, LLC, based in San Mateo, California. Dave is a registered Investment Advisor Representative in California and Texas and holds the Series 6, 7, 63 and 65 licenses. Dave has been in the industry since 2013 and offers a variety of investment services to individual and institutional clients.

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ADVISOR BIO

Dave Scalzo is a financial advisor with Morgan Stanley. Dave has been in the financial industry for over 16 years. Dave holds a Series 66 and Series 7 license and works in Fresno, California. Dave has extensive experience in asset allocation, financial planning, pension consulting and portfolio management. Prior to joining Morgan Stanley, Dave worked for Citigroup Global Markets Inc.

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ADVISOR BIO

Dave Ondo is a financial professional with over 30 years of experience in the industry. Dave is currently registered with Oneamerica Securities, Inc. and has been with the firm since 2006. Dave is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. Dave is also registered with the state of California as an Investment Advisor Representative (IAR). Dave provides financial planning, portfolio management, and other advisory services to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Dave Bostick is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Dave has been in the securities industry since 2002. Dave holds the following licenses: Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 26, Series 52TO, Series 53, Series 63, and Series 66. Dave has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Dave has also been registered with WELLS FARGO ADVISORS, LLC and E*TRADE SECURITIES LLC. Dave is licensed to provide investment advice in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS