ADVISOR BIO

Heather Webster has over 18 years of experience in the financial services industry. Heather currently works at J.P. Morgan Securities LLC, where she is registered as a Registered Representative and Investment Advisor Representative. Heather has also been registered as an Investment Advisor Representative in Texas. Heather has previously worked at BANC ONE SECURITIES CORPORATION in Chicago, Illinois. Heather holds licenses in the following Series exams: Series 6, Series 7, Series 63, and Series 65. She is also a Registered Representative in 53 states and Puerto Rico. She is a licensed broker and an investment advisor representative. She has experience working with individual investors, high-net-worth individuals, corporations, insurance companies, labor unions, pension and profit-sharing plans, and charitable organizations. Heather specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Heather Katherine Sweis is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Heather has been in the industry since November 23, 2021. Heather holds Series 7, Series 66 and SIE licenses and is registered with the state of Illinois and several other states. Heather is a board member of the Shore Services organization in Skokie, Illinois.

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ADVISOR BIO

Heather Katherine Goodman is an investment advisor representative with Cresset Asset Management, LLC. Heather has been in the industry since 2002 and has a Series 7, 63, and 65 license. Heather is registered with the state of California and her specialties include portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting.

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ADVISOR BIO

Heather Amanda Olson is a financial professional who has been in the industry since 1999. Heather is currently registered with Oneamerica Securities, Inc., in Illinois and has been with the firm since 2017. Heather has also held previous positions at NYLIFE DISTRIBUTORS LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., ING FUNDS DISTRIBUTOR, INC., and PLANCO FINANCIAL SERVICES, INC. Heather specializes in working with individuals and corporations. Heather has a range of services including Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors.

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ADVISOR BIO

Heather Kenney is a financial advisor with over 20 years of experience in the industry. Heather is currently registered with Morgan Stanley and is also licensed in 17 states. Prior to joining Morgan Stanley, Heather was employed with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Heather specializes in providing financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies. She is also a registered representative and investment adviser representative.

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ADVISOR BIO

Heather Deacon is a financial advisor with J.P. Morgan Securities LLC. Heather has been in the securities industry since 2015 and is licensed to provide investment advice in Illinois. Heather is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and holds the Series 6, 7, 9, 10, 63 and 66 licenses. Heather also holds a license to provide investment advice in multiple other states. Heather has a background in banking and finance and is passionate about helping clients achieve their financial goals. Heather is committed to providing her clients with personalized service and objective advice.

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ADVISOR BIO

Heather Wald is a financial advisor with Hightower Advisors, LLC. Heather has been working in the financial services industry since 2016 and has experience in portfolio management, financial planning and selection of other advisors. Previously, Heather worked for BEL AIR SECURITIES LLC. Heather holds Series 7, Series 66, and Series 7TO licenses.

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ADVISOR BIO

Heather Trinh Lore is a financial advisor with Hightower Advisors, LLC. Heather has been in the industry since June 2008, and has held a variety of roles at different firms. Heather is licensed to sell securities in Colorado and California, and is a registered representative with FINRA.

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ADVISOR BIO

Heather Hughes Shintaku is a financial advisor registered with Morgan Stanley since 2009. Heather has worked in the financial services industry since 1995. Heather has experience working at several leading firms including Bear, Stearns & Co. Inc. and Goldman, Sachs & Co.

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ADVISOR BIO

Heather Anne Harrigan is a registered representative with Morgan Stanley. She is licensed to offer securities and investment advisory services in 53 states and the District of Columbia. Her expertise includes securities, financial planning, and portfolio management. Heather has been in the financial services industry since March 2011.

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