ADVISOR BIO

Daniel Naert is an investment advisor representative with Morgan Stanley, and has over 40 years of experience in the financial industry. Daniel is registered to provide investment advice in 39 states, and is also registered as an investment advisor in 2 states. Daniel is committed to providing clients with a comprehensive range of investment services, including financial planning, asset allocation, and portfolio management.

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ADVISOR BIO

Daniel Hartmann is a financial advisor based in CLAYTON, MO. Daniel is a registered Investment Advisor Representative with The Colony Group, LLC and has been in the financial industry for a number of years. Daniel has Series 7, Series 63, and Series 65 licenses and previously worked at Thrivent Investment Management Inc., CliftonLarsonAllen Wealth Advisors, LLC, and TD Ameritrade, Inc.

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ADVISOR BIO

Daniel Soshnik is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the financial industry since 2005. Daniel holds licenses for both securities and investment advisory services in multiple states.

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ADVISOR BIO

Daniel Christopher Tarlas is a registered Investment Advisor Representative with Asset Consulting Group, LLC. Daniel has been in the industry since 1983. Daniel's prior firms include ACG Securities, LLC, Traders Institutional Securities, Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered with the state of Missouri and is also registered with the state of Florida, where the registration is currently pending. Daniel has passed the Series 63, Series 5, and Series 7 exams. Daniel is a specialist in financial planning, portfolio management, and investment advising.

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ADVISOR BIO

Daniel Whyman is a financial advisor with Morgan Stanley. Daniel has been in the industry since 1981 and has been registered with Morgan Stanley since June 2009. Daniel holds a variety of licenses and certifications, including the Series 3, Series 7, Series 63, and Series 65 exams. Daniel is a registered representative in multiple states and provides a wide range of financial services to individuals, families, and businesses. Prior to working with Morgan Stanley, Daniel worked with Lehman Brothers Inc. and Dean Witter Reynolds Inc.

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ADVISOR BIO

Daniel Berra is a financial advisor at Cetera Investment Advisers LLC, with over 10 years of experience in the industry. Daniel has held previous roles at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered with FINRA and the state of Missouri. Daniel offers a variety of services, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Darin Clark is an investment advisor representative at The Colony Group, LLC, an investment firm that manages over $21 billion in assets. Darin is also licensed in Missouri as an Investment Advisor Representative and a Securities Agent. Darin has been working in the financial services industry since 2021 and has prior experience in various roles such as staffing, account resolution, and customer service.

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ADVISOR BIO

Darren Summers is a financial advisor who has been in the industry since 2007. He is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2022. Darren has held previous positions with Principal Securities, Inc., AXA Advisors, LLC, Edward Jones, Northwestern Mutual Investment Services, LLC and Andrew Garrett Inc. Darren holds the Series 7, Series 63, Series 66, and SIE licenses. Darren provides financial planning, investment advice, and other related services to clients.

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ADVISOR BIO

David Allen Smith is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial services industry since 1980 and has been registered with the firm since 2013. David's office is located in CLAYTON, MO and serves clients in several states, including Missouri, Texas, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Iowa, Kansas, Louisiana, Michigan, Minnesota, Mississippi, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Washington and Wisconsin. David specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

David Yarbrough is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been a registered representative since September 2019. David has passed the Series 66, Series 7TO and the SIE exams. David is licensed in 40 states. David can provide a variety of financial services, including investment advisory services, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS