ADVISOR BIO

Curtis Westphal Hart is a registered Investment Advisor Representative with D.b. Root & Company, LLC. Curtis has been in the industry for 3 years and has a Series 7, Series 66 and SIE licenses. Curtis's prior experience includes working at Federated Securities Corp., where he worked as a Financial Advisor. Curtis's background includes extensive experience working with high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Curtis offers a variety of financial planning and investment management services to clients.

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Dale Keith Cowher is an investment advisor representative at Quantum Financial Advisors Inc. Dale is registered to provide investment advice in Pennsylvania and has been with Quantum Financial Advisors Inc. since October 2021. Prior to joining Quantum Financial Advisors Inc. Dale was with Dale K Cowher & Company LLC. Dale provides financial planning services, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Daniel Mackenzie Lynch is a financial professional with over 11 years of experience in the financial services industry. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 66, and SIE license. Daniel is currently registered with Janney Montgomery Scott LLC in Pennsylvania, New Jersey, Ohio, California and Texas. Daniel specializes in providing financial planning and portfolio management for individuals, businesses, pension and profit-sharing plans, and charitable organizations.

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Daniel Charles Gray is a financial professional with over 30 years of experience in the financial services industry. Daniel Gray is currently registered with Osaic Wealth, Inc. in Pennsylvania. Prior to this, Daniel Gray has also worked with Money Concepts Capital Corp., H. Beck, Inc., Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., and USLIFE Equity Sales Corp. Daniel Gray holds licenses in both Securities and Investment Advisory.

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ADVISOR BIO

Daniel King is a financial advisor with Osaic Institutions, Inc. with over 10 years of experience in the financial industry. Daniel has expertise in helping individuals and businesses reach their financial goals. Daniel holds a Series 65, Series 7, and SIE license. Daniel has worked with many clients in the Pittsburgh area and has helped them achieve their financial goals. Prior to joining Osaic Institutions, Inc., Daniel worked at Citizens Securities, Inc.

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Daniel Walker Grealish is a financial advisor with Global Retirement Partners LLC in Pittsburgh, Pennsylvania. Daniel has been in the financial services industry since June 7, 2016 and has been registered with the state of Pennsylvania since October 17, 2016. Daniel holds the Series 66, Series 7, and SIE licenses. Daniel has been providing investment advisory services through Global Retirement Partners, an independent investment advisor firm since May 1, 2017. Daniel also works with HB Retirement, LLC which is the DBA for LPL Financial. Daniel specializes in working with individuals, businesses, corporations, charitable organizations, pension and profit sharing plans.

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ADVISOR BIO

Daniel O'Connor is a financial advisor with Kestra Advisory Services, LLC. Daniel is a Chartered Financial Analyst and has been in the industry since August 2021. Daniel is licensed to provide investment advice in Pennsylvania.

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Daniel Klionsky is an investment professional with over 30 years of experience in the financial services industry. Daniel has been with Morgan Stanley since 2009, and prior to that, was registered with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC.. Daniel is a Series 6, 7, 63 and 65 licensed professional. Daniel specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, high-net-worth individuals, corporations, and institutions. Daniel's focus is on helping clients achieve their financial goals by providing personalized and comprehensive financial advice.

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ADVISOR BIO

Daniel Andrews is a financial advisor with Creative Planning, based in Pittsburgh, PA. Daniel holds Series 7 and Series 66 securities licenses and the SIE exam. Daniel is also a Certified Financial Planner. Daniel has over 20 years of experience in the financial industry. Daniel has previously worked for CCO Investment Services Corp. and TD Ameritrade, Inc. Daniel is registered with the state of Pennsylvania and Texas. Daniel has a strong track record of providing financial advice to individuals, families, and businesses. Daniel specializes in financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Daniel Thompson is a financial advisor with over 20 years of experience in the industry. Daniel has worked with a variety of clients, including individuals, families, and businesses, helping them achieve their financial goals. Daniel is currently registered with TLG Advisors, Inc., a firm with over $1 billion in assets under management. Daniel is a dedicated and experienced professional who is committed to providing his clients with personalized financial advice.

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