ADVISOR BIO

Asha Goldstein is an investment advisor representative associated with Vivaldi Capital Management LP. Asha holds Series 7, 63, and 66 licenses. Asha has been in the securities industry since 2004. Asha has a background in both the financial services and investment industries. Asha is a Certified Financial Planner and has extensive experience working with high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. Asha has worked with a variety of clients, including both individuals and institutions, and has a proven track record of success.

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ADVISOR BIO

Asher Jonathan lamoureux Booz is a financial advisor with Hightower Advisors, LLC. Asher has been a financial advisor for more than 3 years. Asher has passed the Series 63, 66, 7 and SIE exams. Asher is a Certified Financial Planner. Asher's previous employers include CHARLES SCHWAB & CO., INC and Altfest Personal Wealth Management. Asher's primary office is located in Chicago, Illinois.

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ADVISOR BIO

Ashish Khanna is a financial advisor with Hightower Advisors, LLC. Ashish is licensed to provide financial advice in Texas. Ashish has over 6 years of experience in the financial services industry and is registered with the state of Texas. Ashish is an active member of the financial services industry and is dedicated to providing clients with high-quality financial advice.

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ADVISOR BIO

Ashleen Davey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Ashleen is a registered representative in Illinois, Indiana, and Texas. Ashleen has been in the financial services industry since August 1, 2018. Ashleen's areas of expertise include portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Ashleigh Lauren Hamrick is a financial advisor at William Blair. Ashleigh has been in the financial services industry since 2011. Ashleigh has earned the Certified Financial Planner designation and holds Series 66, 7 and SIE licenses. Before joining William Blair, Ashleigh worked at Morgan Stanley and Edward Jones. Ashleigh specializes in equity research services, financial planning, portfolio management for businesses, and portfolio management for individuals. Ashleigh has been registered with the state of Illinois since 2019 and is currently registered with the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Ashley Soto is a registered representative with J.p. Morgan Securities LLC in Chicago, Illinois. Ashley has a Series 63, Series 6TO and SIE. Ashley is licensed in Illinois. Ashley is active in the securities industry and is currently registered with FINRA.

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ADVISOR BIO

Ashley L. Dicks is a registered representative with J.P. Morgan Securities LLC. Ashley has been in the industry since July 2019 and is licensed in all 50 states and the District of Columbia. Ashley holds the Series 63, 7TO, 9, and 10 licenses. Ashley's current position is located in Chicago, IL at the 10 S Dearborn St, Floor 13 location.

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ADVISOR BIO

Ashley McGuinness is a financial advisor with William Blair, a firm that provides investment management and research services. Ashley has been a registered investment advisor since 2014. Ashley holds the Series 7, Series 63, and Series 66 licenses. In addition to Ashley's experience at William Blair, Ashley was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ashley is licensed to provide advisory services in multiple states including Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Maryland, Massachusetts, Nevada, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington, and Wisconsin.

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ADVISOR BIO

Ashley D Graham is an investment advisor representative, licensed with Merrill Lynch, Pierce, Fenner & Smith Inc. Ashley is registered with the Securities and Exchange Commission as an investment advisor representative and has been in the industry since 2006. Ashley is registered in several states and has a total of 53 approved state registrations, as well as 7 approved SRO registrations. Ashley holds the following FINRA licenses: Series 3, Series 7, Series 9, Series 10, Series 31, Series 66, and SIE. Ashley has passed several exams during their career, including the Series 66 in 2006, the Series 3 in 2015, and the SIE in 2018. Ashley has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2005.

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ADVISOR BIO

Ashley Carlson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Chicago, IL. Ashley has been in the industry since 2023 and has a broad range of experience, including serving high-net-worth individuals, corporations, and institutional clients. Ashley holds the Series 7, 66, and SIE licenses. Ashley's specialties include portfolio management, financial planning, and investment advisory services.

SPECIALIZATIONS