ADVISOR BIO

Daniel Goldstein is a registered Investment Advisor Representative associated with Andersen Tax LLC. Daniel Goldstein has been working in the financial services industry since June of 1999 and has a Series 65 license. Daniel Goldstein has worked at a number of financial institutions over the years including Columbia Partners L.L.C., Investment Management, ICMA-RC, United Income, and Andersen Tax LLC. Daniel Goldstein specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

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ADVISOR BIO

Daniel Kenny, CFP®, is an investment advisor representative associated with Fi-nancial Planner LLC. Daniel has been in the industry since 2013. Daniel is registered to offer investment advice in Texas and Virginia. Daniel specializes in providing financial planning and portfolio management services to individuals. Daniel is based in Hamilton, Virginia.

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ADVISOR BIO

Daniel Raymond Evans is an investment advisor representative with Equity Services, Inc. based in WINCHESTER, VA. Daniel has been in the industry since 2014 and holds the Series 65 license. Daniel Evans has a total of 11,558 clients and manages $2,124,751,345 in assets. Daniel Evans specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Daniel Marc Peimer is a financial advisor with over 14 years of experience in the industry. Daniel is currently registered with Davidson Investment Advisors, Inc. in Richmond, Virginia. Daniel has previously worked for Capitol Securities Management, Inc. and Anderson & Strudwick, Incorporated.

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ADVISOR BIO

Daniel Maddox is a financial advisor registered with Wells Fargo Clearing Services, LLC. Daniel has been a registered representative for more than 16 years and has extensive experience providing investment and financial planning advice to individuals and businesses. Daniel is licensed to provide advisory services in a number of states, including Virginia, Texas and California. Daniel is committed to helping clients achieve their financial goals by providing personalized investment strategies and financial guidance.

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ADVISOR BIO

Daniel Colston is an Investment Advisor Representative with Upward Financial Planning. Daniel is also a Certified Financial Planner. Daniel has over 10 years of experience in the financial services industry. Daniel's areas of expertise include financial planning and portfolio management. Daniel currently owns Daniel's Painting, LLC, which accounts for approximately 10% of his time. Daniel has been active in the industry since January 2018.

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ADVISOR BIO

Daniel Wilson is a financial advisor with Osaic Wealth, Inc. Daniel has been working in the financial services industry since 1997 and has a strong track record of providing personalized financial advice to individuals and families. Daniel holds the Series 6, 7, and 63 securities licenses, as well as the SIE exam, and is a Certified Financial Planner. Daniel is passionate about helping clients achieve their financial goals and is committed to providing them with the highest level of service. Daniel has experience working with individuals and families on a variety of financial planning needs, including retirement planning, college savings, estate planning, and investment management.

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ADVISOR BIO

Daniel Ludwin is a financial advisor based in Richmond, VA. Daniel has been in the industry for over 25 years. Daniel currently works at Salomon And Ludwin and has held previous roles at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, FIRST UNION CAPITAL MARKETS CORP., and RAUSCHER PIERCE REFSNES, INC. Daniel offers financial planning and portfolio management services to individuals and investment companies. Daniel also conducts educational seminars.

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ADVISOR BIO

Daniel Santy is a financial professional with Equitable Advisors, LLC. Daniel is licensed and registered in Virginia and West Virginia. Daniel has a background in sales and customer service, having previously worked in various roles in the automotive and moving industries. Daniel specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Daniel is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Nampha is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Daniel has been in the financial services industry since April 5, 2018. Daniel has passed the Series 7, Series 66 and SIE exams. Daniel is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Daniel was previously employed by Ameriprise Financial Services, LLC. Daniel's areas of specialization include Financial Planning, Educational Seminars, Selection of other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

SPECIALIZATIONS