ADVISOR BIO

William David Adkisson is an investment advisor representative currently registered with Cetera Investment Advisers LLC. William David has been in the financial industry for over 7 years and holds the Series 7TO, Series 66 and SIE exams. He has worked with a variety of clients, including individuals, families, and small businesses, and is passionate about helping his clients achieve their financial goals. William David is committed to providing personalized financial advice and strategies that are tailored to each client's unique needs.

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ADVISOR BIO

William J Stevens is a financial professional with over 30 years of experience in the financial services industry. William is currently registered with Park Avenue Securities LLC, where he is an active member of the firm's Scottsdale branch office. William is also a Chartered Financial Consultant (ChFC). William has a diverse background and has held various positions at firms like Foresters Financial Services, Inc., Hornor, Townsend & Kent, Inc., and Guardian Investor Services Corporation. William is dedicated to providing financial guidance to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

William P. Barclay is a registered investment advisor representative with The Colony Group, LLC. William P. Barclay is currently registered in Arizona. William P. Barclay has been in the industry since 2014 and is licensed to provide financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. The Colony Group, LLC is headquartered in Boston, Massachusetts, and has a branch office in Scottsdale, Arizona.

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ADVISOR BIO

William Newbury is a financial professional with over 30 years of experience in the industry. William is currently registered with Cambridge Investment Research Advisors, Inc. in Arizona. William has worked for several other firms previously including FIRST FINANCIAL EQUITY CORPORATION, WADDELL & REED, INC., RBC CAPITAL MARKETS CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, D.E. FREY & COMPANY, INC., DEAN WITTER REYNOLDS INC., and BLINDER, ROBINSON & CO., INC. William specializes in providing financial planning, pension consulting, educational seminars, and market timing services.

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ADVISOR BIO

William Caine Schlofman is a financial advisor at Robert W. Baird & Co. Inc.. William has been in the financial industry since 1983. William is registered with the state of Arizona and is licensed to provide securities and investment advisory services. William has a wide range of experience in the financial industry, and is committed to providing personalized financial advice to individuals and families. William is a registered representative of Robert W. Baird & Co. Inc. and an investment advisor representative of Robert W. Baird & Co. Incorporated.

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ADVISOR BIO

William Washo is a financial advisor at LPL Financial LLC. William is based in Scottsdale, AZ and has been in the industry since 2002. William offers investment advisory and financial planning services for individuals and families, businesses, and retirement plans. William holds the Series 7, Series 63, and Series 24 licenses, and is a Certified Financial Planner™ professional. William has a diverse background, having worked as a CPA/Bookkeeper/Tax Preparer, and as an instructor teaching financial planning concepts at community colleges and other organizations.

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ADVISOR BIO

William Joseph Babicke is a financial advisor with over 30 years of experience in the industry. William is registered with MML Investors Services, LLC and is licensed to conduct business in Arizona, California, Colorado, Illinois, Maryland, New Mexico, Ohio, Texas and Washington. William has a strong background in securities and investment company products, with a variety of designations including Series 6, 26, and 63 licenses. William also has a wide range of experience in providing financial planning services and portfolio management for individuals, businesses, and pension plans. William has experience providing advisory services to individuals, business, insurance companies and charitable organizations.

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ADVISOR BIO

William Lyall is an Investment Advisor Representative at Public Safety Financial/galloway with offices in Mesa, Arizona. William has been active in the industry since 2017 and has a Series 65 license. William currently provides advisory services to clients in Arizona and Texas. William's specialties include portfolio management for businesses and individuals, and financial planning. William is also a certified financial planner. William has experience with high-net-worth individuals and has worked with over 2600 individuals in total.

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ADVISOR BIO

William Altruda is an investment advisor representative associated with Morgan Stanley. William has been in the industry since 1994 and has been registered with Morgan Stanley since 2015. William has a broad range of experience in the financial services industry, having previously worked at Credit Suisse Securities (USA) LLC, Morgan Stanley DW Inc., Goldman, Sachs & Co., and Paine Webber Incorporated. William is registered to offer securities in 52 states and is also registered to offer investment advisory services in 4 states. William holds the Series 7, Series 63, Series 66, and SIE licenses. William's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

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ADVISOR BIO

William Landenberger is an active advisor, registered with Avantax Advisory Services in Phoenix, Arizona. William has been in the financial services industry since 1976. William is also registered with the state of Arizona, Massachusetts. William has passed the Series 1, Series 7TO, Series 66, and SIE exams. William offers financial planning, portfolio management, and other advisory services.

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