ADVISOR BIO

Daniel Robert Grant is a registered investment advisor representative with William Blair and has been in the industry since October 21, 1986. Daniel Grant has experience in the financial services industry for over 30 years. He has been registered with William Blair since September 20, 2006. Previously, he was with Lehman Brothers Inc, Salomon Brothers Municipals Inc. and Salomon Brothers Inc. Daniel Grant is a registered representative in 28 states and has passed the Series 3, 7, 24, 63 and 65 exams. He is also registered as an investment adviser representative in the state of Illinois. Daniel Grant specializes in equity research services, financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.

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.

SPECIALIZATIONS

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

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.

SPECIALIZATIONS

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 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 Aaron Jones is an investment advisor representative with Vivaldi Capital Management LP. Daniel has been working in the financial industry for over 30 years. He has a Series 6, Series 63, and Series 65 licenses. Daniel is a registered Investment Advisor in the state of Illinois. Daniel specializes in providing financial planning, pension consulting, and educational seminars to high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Daniel Gregory Kaster is a registered investment advisor representative with Mentor Capital Management Inc., a firm based in Chicago, Illinois. Daniel is also the owner of Clear Ledger Consulting LLC, a non-investment accounting business based in Chicago. Daniel provides financial planning and portfolio management services to individuals and corporations. Daniel has a Series 65 license and has been working in the industry since 2015.

SPECIALIZATIONS

ADVISOR BIO

Daniel Zuckerman is a financial advisor registered with the state of Illinois. Daniel has been in the industry since May 2005. Daniel is a Chartered Financial Analyst. Daniel is associated with Zuckerman Investment Group, a registered investment advisor located in Chicago, IL.

SPECIALIZATIONS

ADVISOR BIO

Daniel Kenneth Sabol is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the securities industry since October 30, 2003. Daniel is registered in Illinois, Kansas, Texas and Virgin Islands. Daniel has passed the Series 6, Series 7, Series 63 and Series 65 exams. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel was associated with MESIROW FINANCIAL, INC. and NORTHERN TRUST SECURITIES, INC.

SPECIALIZATIONS