ADVISOR BIO

Danielle Lara is a registered representative with J.P. Morgan Securities LLC and has been in the industry since April 11, 2019. Danielle holds Series 63, Series 6TO and SIE licenses. Danielle specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Danielle Janet Blaser is an Investment Advisor Representative who is currently registered with UBS Financial Services Inc. Danielle has a wide range of experience in the financial industry. Prior to joining UBS Financial Services Inc., Danielle was an Investment Advisor Representative at M1 Finance LLC, and has also worked in various roles at AWA Meetings, Self Employed, Exmoor Country Club, Earls Bar and Kitchen, Boston University, Intellia Theraputics, and For the love of the game Tennis Camp. Danielle is dedicated to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Danielle Dale is a registered Investment Advisor Representative with Zacks Investment Management, Inc. Danielle has been in the industry since 2016 and has a Series 6, Series 63 and Series 65 licenses. Danielle specializes in providing portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Zacks Investment Management, Inc. is based in Chicago, IL and has over $10 billion in assets under management. The firm offers a variety of investment services, including financial planning, portfolio management, and investment research.

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ADVISOR BIO

Danielle McClung is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Danielle has been in the financial services industry since 2018 and holds the Series 63, Series 65, and Series 6TO licenses. Danielle specializes in providing financial planning and investment advice to individuals and pension and profit sharing plans. Danielle McClung's firm, Bankers Life Advisory Services, Inc., is a registered investment advisor with over $1 billion in assets under management.

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ADVISOR BIO

Danielle Mesha Dixon is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp., based in Chicago, Illinois. Danielle is also a licensed insurance agent in Illinois and Indiana. Danielle has experience in the financial services industry since 2021. She holds the Series 63, 65, and 6TO licenses and is registered in Illinois and Indiana. Danielle offers a wide range of investment and insurance services to individuals and institutions.

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ADVISOR BIO

Danielle Williams is a financial advisor with PFS Investments Inc. She has been in the industry since 2017 and is registered in 18 states. Danielle holds the Series 6, Series 26 and Series 63 licenses as well as the SIE designation. Danielle specializes in providing investment advice to individual clients.

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ADVISOR BIO

Danilo Santillan is a financial professional with over 20 years of experience in the securities industry. Danilo is registered with PFS Investments Inc. and holds Series 6, Series 26, and Series 63 licenses. Danilo is currently registered in California, Florida, Illinois, and Washington. Danilo specializes in providing financial advice to individuals.

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ADVISOR BIO

Daniyal Ahmed, I is a financial advisor who has been in the industry since October 2017. Daniyal is currently registered with Avantax Planning Partners, Inc. as an Investment Advisor Representative. Daniyal has also been previously registered with PROEQUITIES, INC. and AXA ADVISORS, LLC. Daniyal holds the Series 66, Series 7 and SIE securities licenses. Daniyal is also a Certified Financial Planner. Daniyal's specialties include financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Danny Lane Kyle is a financial advisor with over 30 years of experience in the financial services industry. Danny is currently registered with Oppenheimer & Co. Inc. in the states of Illinois, Louisiana, and Texas. Danny has previously been registered with CIBC WORLD MARKETS CORP. and MCDONALD & COMPANY SECURITIES, INC.

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ADVISOR BIO

Danny Lai is a registered representative with Bankers Life Advisory Services, Inc. located in Chicago, IL. Danny has been in the industry since 2015 and holds a Series 63, Series 6, and Series 65 license. Danny Lai is also a registered investment advisor representative in Indiana. Danny's current employer, Bankers Life Advisory Services, Inc. manages approximately $1 Billion to $10 Billion in assets. Bankers Life Advisory Services, Inc. offers investment advice to individuals and families, provides financial planning services, and offers educational seminars.

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