Morningstar
Ashley Whitney currently serves as the West Coast Retirement Sales Director at Morningstar, a role held since July 2019, focusing on illuminating investing worldwide. Prior to this position, Ashley held several significant roles at Empower Financial and LPL Financial, including National Accounts Director for Broker-Dealers and various titles such as Vice President Provider Relations and Retirement Plan Consultant, where responsibilities included partnering with LPL Advisors to enhance plan sales. Earlier experience includes serving as a Retirement Plan Specialist at National Retirement Partners from September 2007 to October 2010.
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Morningstar
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Morningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States.