ADVISOR BIO

William Joseph Revoir is an Investment Advisor Representative, registered with Foundations Investment Advisors LLC. William is currently registered in Alabama, Florida, Michigan, Ohio and Texas and has previously been registered in a number of other states. William has over 40 years of experience in the financial services industry.

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ADVISOR BIO

William Stanley is a financial advisor with Oneamerica Securities, Inc. William has been in the industry since June 13, 2009. William is registered with FINRA and the state of Arizona. William offers a variety of services, including financial planning, pension consulting, and educational seminars. William also provides portfolio management for individuals and businesses.

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ADVISOR BIO

William S. Fedor is a financial advisor who has been in the industry since 1994. William is currently registered with Robert W. Baird & Co. Inc. and is licensed to provide securities and investment advisory services in multiple states. William has experience working with individuals, corporations, and institutions. William's areas of expertise include financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

William Bryan Cassidy is an Investment Advisor Representative with Oneamerica Securities, Inc. William has over 33 years of experience in the financial services industry. William is a Registered Representative for the State of Arizona, Arkansas, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. William is a Registered Investment Advisor for the State of Arizona, Arkansas, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. William is also a Chartered Financial Consultant. William offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. William specializes in the areas of financial planning, asset management, retirement planning, insurance, and estate planning.

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ADVISOR BIO

William Larue is a financial advisor with Fidelity Personal And Workplace Advisors. William has over 8 years of experience in the financial services industry. William is registered with the state of Arizona as an investment advisor representative and in Texas as a resident investment advisor representative. William has a Series 63, 66 and 7 and a SIE license.

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ADVISOR BIO

William Martin castillo is a financial advisor at Morgan Stanley, where William has been employed since August 2021. William has been in the financial services industry since January 2022. William is registered in 53 states and the District of Columbia as a broker. William is also registered in Arizona and Texas as an investment advisor representative. William holds the Series 7, Series 9, Series 10, and Series 66 licenses. William's education includes a degree from the University of Arizona.

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ADVISOR BIO

William Booz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 5 years of experience in the financial services industry. William is registered with the state of Texas. William has been in the financial services industry since 2013. William is a licensed agent with FINRA and the state of Texas. William holds a Series 66 and Series 7TO license. William's previous experience includes Vanguard Marketing Corporation.

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ADVISOR BIO

William Hernandez is a financial advisor associated with Morgan Stanley. William has been in the financial services industry since 2024. William is registered to provide securities services in the state of Arizona. William is also licensed to provide Investment Advisor services in Arizona. William is located in the Gilbert, AZ branch office of Morgan Stanley.

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ADVISOR BIO

William Sosniecki is a financial advisor with Morgan Stanley. William has been in the industry since 2023 and is registered with FINRA as a Registered Representative (Series 7, 66, and SIE) and is licensed to provide investment advice in 53 states and the District of Columbia. William specializes in providing financial advice to individuals, families, and businesses, and is committed to helping his clients achieve their financial goals. William is also a licensed insurance agent and has a background in healthcare, which gives him a unique perspective on financial planning. William is committed to providing his clients with personalized, comprehensive financial advice.

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ADVISOR BIO

William David Williams is a financial advisor with over 30 years of experience in the financial services industry. William has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, businesses, and non-profit organizations. William is currently registered with J. W. Cole Advisors, Inc. and is also a registered Investment Advisor in the State of Arizona. William has held previous positions with The O.N. Equity Sales Company, OneAmerica Securities, Inc., American United Life Insurance Company, Cambridge Investment Research, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Financial Network Investment Corporation. William holds Series 7, 6, 63, and 24 securities licenses. He is also a Chartered Financial Consultant. William is committed to providing his clients with personalized financial solutions that meet their individual needs. He is a strong advocate for his clients and works tirelessly to help them achieve their financial goals.

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