ADVISOR BIO

Daniel Jacobsen is a financial advisor with over 3 years of experience in the financial industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 65 licenses. Daniel Jacobsen has experience in providing investment advice and financial planning services to a variety of clients, including individuals, businesses, and institutions. He is currently employed by Morgan Stanley.

SPECIALIZATIONS

ADVISOR BIO

Daniel Chambers is an investment advisor representative associated with Nuveen Asset Management, LLC. Daniel Chambers has been in the securities industry since 1998 and has passed various securities exams including Series 6, Series 7 and Series 63. Daniel Chambers is licensed to provide investment advice in California and Illinois. Daniel Chambers has experience at several firms, including Wells Fargo Advisors, LLC, Phoenix Equity Planning Corporation and John Hancock Funds, LLC. The firm's services include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Daniel Patrick O'Malley is a financial advisor with Morgan Stanley. Daniel is based in Chicago, Illinois. Daniel has been in the industry since March 2008. Prior to joining Morgan Stanley, Daniel held positions at Northern Trust Securities, Inc., Advanced Equities, Inc., H&R Block Financial Advisors, Inc., and Chicago Investment Group, LLC. Daniel holds Series 7, Series 63 and Series 66 licenses.

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ADVISOR BIO

Daniel Allen Bramschreiber is a financial advisor with Great Point Advisors, LLC. Daniel has been in the industry since July 4, 1997. Daniel holds the Series 63, Series 65, Series 7, Series 24, and SIE exams. Daniel is registered in Arizona, Colorado, Florida, Illinois, Indiana, Minnesota, South Carolina, Texas, and has an Investment Advisor representative registration in Texas. Previously, Daniel was affiliated with Arque Capital, LTD., Fox & Company Investments Inc., Questar Capital Corporation, and USAllianz Securities, Inc. Daniel is also affiliated with DAB Wealth Management.

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ADVISOR BIO

Daniel Ausman is a registered representative with J.P. Morgan Securities LLC and has been in the industry since August 2018. Daniel is registered in 53 states and the District of Columbia as a broker-dealer and in Illinois and Texas as an investment adviser. Daniel has a Series 7, Series 63, and Series 65 license. Daniel specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel's firm has more than $50 billion in assets under management.

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ADVISOR BIO

Daniel Furhman is a financial advisor at William Blair with over 18 years of experience in the industry. Daniel has a strong track record of providing personalized financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Prior to joining William Blair, Daniel held positions at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 and Series 7 licenses. Daniel specializes in equity research services, financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Daniel's clients appreciate his commitment to understanding their unique needs and goals and his ability to develop customized solutions that help them achieve their financial objectives.

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ADVISOR BIO

Daniel Gerard Daul is a financial advisor with William Blair in Chicago, Illinois. Daniel Daul has been in the financial services industry since December 2, 1997. He is registered with the state of Illinois and holds the following licenses: Series 7, Series 24, Series 63, Series 79TO and SIE. Daniel Daul has previously worked at Robert W. Baird & Co. Incorporated in Milwaukee, Wisconsin.

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ADVISOR BIO

Daniel Aaron Liebovich is a financial advisor who has been in the industry since January 30, 2022. Daniel is currently registered with J.P. Morgan Securities LLC and holds a Series 63, Series 6TO and SIE license. Daniel is registered in Illinois and is licensed to provide investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Daniel Hamilton is a financial advisor with Goldman Sachs & Co. LLC. Daniel has over 30 years of experience in the financial services industry. Daniel is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 63, and Series 65 licenses. Daniel is a graduate of the University of Texas at Austin.

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ADVISOR BIO

Daniel Deming is a registered Investment Advisor Representative with KKM Financial LLC. Daniel has been in the financial services industry since 2011. Daniel holds a Series 65 (Uniform Investment Adviser Law Examination) and a Series 24 (General Securities Principal Examination) and a Series 56 (Proprietary Trader Qualification Examination) license. Daniel has worked previously at Stutland Equities, LLC, and 303 Equity Trading Group II, LLC. The firm's main office is located in Chicago, Illinois.

SPECIALIZATIONS