ADVISOR BIO

Daniel Tostado is a registered representative with Wells Fargo Clearing Services, LLC. Daniel is licensed to provide investment advice and sell securities in the state of Texas. Daniel holds the Series 63, Series 6TO, and SIE licenses. Daniel has been in the securities industry for less than a year.

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ADVISOR BIO

Daniel Drabinski is a financial advisor with MML Investors Services, LLC. Daniel is a registered representative with both the Series 7 and Series 63 licenses, as well as the Series 65 license. He is a Chartered Financial Analyst (CFA) and has been in the financial industry since 2014. Daniel provides various financial planning, portfolio management and other advisory services for his clients.

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ADVISOR BIO

Daniel Hendricks is a registered representative with Level Four Advisory Services. Daniel Hendricks has been in the industry since 2014 and has experience with a variety of financial firms including Citigroup Global Markets Inc. and BB&T Securities, LLC. Daniel Hendricks is a Registered Representative (RA) in Texas and is licensed to provide financial advice and investment services. Daniel Hendricks is affiliated with Level Four Advisory Services, LLC and has a strong track record of success in the industry. Daniel Hendricks is a Registered Representative (RA) in Texas, and is also licensed to provide investment advisory services. Level Four Advisory Services, LLC provides financial planning, pension consulting, educational seminars and portfolio management services. The firm also provides selection of other advisors and portfolio management for businesses and individuals.

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ADVISOR BIO

Daniel Gibson is a financial advisor with Rockefeller Financial LLC. Daniel has been in the financial industry for over 8 years, and is registered with the state of Texas as an Investment Advisor Representative. Daniel has experience with a wide range of financial products and services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel is committed to providing clients with the highest level of service and expertise, and is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Daniel Bernard Cison is a financial professional with over 8 years of experience in the financial services industry. Daniel has a broad range of experience, working with MMA Securities LLC in Dallas, TX. Prior to joining MMA Securities LLC, Daniel has worked with LPL FINANCIAL LLC, WELLS FARGO CLEARING SERVICES, LLC, MMA Securities LLC, Marsh & McLennan Agency LLC and Northwestern Mutual Investment Services, LLC. Daniel Cison holds a Series 66, SIE and Series 7 licenses. Daniel provides advisory services to retirement plan participants.

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ADVISOR BIO

Daniel Martiniello is a registered representative and investment advisor representative with Avantax Advisory Services. Daniel has been in the financial services industry since 2003 and has a strong background in accounting and tax preparation. Daniel is a licensed insurance agent and also has real estate interests. Daniel is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Daniel Thomas Drake is an Investment Advisor Representative registered with Captrust. Daniel is based out of the Dallas, TX office. Daniel has been in the industry for over 17 years and is registered in Louisiana and Texas. Daniel has passed the Uniform Investment Adviser Law Examination (Series 65) and holds the Certified Financial Planner designation. Daniel also works as a Co-Founder and Treasurer for One More Ministries and is a partner at Bear Partners SA LLP.

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ADVISOR BIO

Daniel Vensel is a financial professional with experience in the securities industry. Daniel has been registered with FINRA since June 4, 2020 and is currently associated with J.P. Morgan Securities LLC. Previously, Daniel was associated with AXA Advisors, LLC. Daniel holds Series 63, Series 7TO and SIE licenses. Daniel has a strong focus on Financial Planning, Pension Consulting, and Selection of Other Advisors. Daniel serves a diverse client base that includes high-net-worth individuals, corporations, insurance companies, and charitable organizations. Daniel specializes in helping clients reach their financial goals through a range of investment products and services.

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ADVISOR BIO

Daniel Oppenheim is a registered representative with J.P. Morgan Securities LLC in Dallas, Texas. Daniel has been in the securities industry since August 2021 and is licensed to provide investment advice in the state of Texas. Daniel's professional experience includes roles at JPMorgan Chase Bank, N.A., JP Morgan Chase and Huntington Bank. Daniel has also been involved in the community through work with Shadow Glen Golf Club and the University of Kansas.

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ADVISOR BIO

Daniel Oliver Lethe is a financial professional with over 2 years of experience in the industry. Daniel is currently registered with Oppenheimer & Co. Inc. in the state of Texas and has Series 52TO, Series 63, and SIE licenses. Daniel has a strong background in municipal securities, which may help you with your investment goals.

SPECIALIZATIONS