ADVISOR BIO

Calum Bashford is a financial advisor at Excelsior Wealth Management LLC. Calum has been in the financial services industry since 2022. Calum is registered with the state of California as an Investment Advisor Representative. Calum has passed the Series 63, 66, 7, and SIE exams. Calum provides financial planning and portfolio management services to individual clients.

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ADVISOR BIO

Calvin Migely is a financial professional with over two years of experience in the financial services industry. Calvin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and currently holds registrations in Texas and Illinois. Calvin has a strong background in investments and financial planning. Calvin is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Calvin Don Bryant is an investment advisor representative with Envestnet PMC. Calvin has been in the industry since 1999. Calvin has a Series 7, 24, 63, and 66. Calvin is also a Chartered Financial Analyst. Calvin currently holds registrations in Texas and Illinois. Calvin has previously worked at CSFBDIRECT, INC. Calvin specializes in portfolio management for individuals, businesses, and investment companies. Calvin's firm, Envestnet PMC, is a registered investment adviser that has approximately $1 billion to $10 billion in assets under management. Envestnet PMC specializes in providing investment advisory services to a wide range of clients, including individuals, corporations, and institutions. The firm's services include portfolio management, financial planning, and investment research. Envestnet PMC has offices in Chicago, Illinois and Frisco, Texas.

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ADVISOR BIO

Calvin Bradley Hays is a financial advisor who has been in the industry since 1994. Calvin has a broad background in financial services with experience at several major firms. Currently, Calvin is a Regional Director, Intermediary Sales at Great Lakes Advisors, LLC. Calvin is licensed in 21 states and is a registered investment advisor in Illinois and New Jersey.

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ADVISOR BIO

Calvin Browning is an investment advisor representative with Morgan Stanley. Calvin is licensed in 55 states, the District of Columbia, and Puerto Rico. Calvin is also an investment advisor representative in Ohio and Texas. Calvin has been in the financial services industry since 2017. Calvin has previously worked at E*TRADE SECURITIES LLC. Calvin specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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ADVISOR BIO

Cameron Dion is a registered investment advisor representative with Morgan Stanley, an investment bank and financial services company headquartered in New York City. Cameron is licensed in the state of Illinois and Texas, and holds several licenses including the Series 7, 66, and SIE. Cameron has been in the financial industry since August 2021 and has been with Morgan Stanley since May 2021. Cameron works with a variety of clients, including high-net-worth individuals, corporations, and institutions. Cameron specializes in asset allocation advice, financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Cameron Haever is a financial advisor in Chicago, Illinois, with Fidelity Personal and Workplace Advisors. Cameron Haever has been in the industry since November 4, 2019. Cameron Haever previously worked at Equitable Advisors, LLC.

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ADVISOR BIO

Cameron S. Frazier is an investment advisor representative at RBC Capital Markets, LLC. Cameron has been in the financial services industry for over 1 year. Cameron has passed the Series 7, Series 66, and SIE exams and is licensed in 30 states. Prior to joining RBC Capital Markets, LLC, Cameron was employed by J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A.

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ADVISOR BIO

Cameron Dickerson is an investment advisor representative with Aurelien Capital Partners LLC in Chicago, Illinois. Cameron has been in the industry since 2016. Cameron's previous firms include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Cameron is registered with the state of Illinois.

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ADVISOR BIO

Cameron Kasmar is an investment advisor representative with William Blair, located in Chicago, Illinois. Cameron has been in the financial services industry since August 2017. Cameron is a registered representative with the state of Illinois. Cameron is also registered as an investment advisor representative in the state of Illinois. Cameron's areas of expertise include equity research services, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles. Cameron holds the Series 7TO, Series 66, and SIE licenses.

SPECIALIZATIONS