ADVISOR BIO

William Alfred Muskat is a financial advisor with over 39 years of experience in the financial services industry. William is a registered representative of Commonwealth Financial Network, and is currently licensed in 31 states. William has experience in providing a variety of financial services to individuals, corporations, and charitable organizations. William's specializations include retirement planning, investment management, insurance, and estate planning. William is also a Certified Financial Planner. William's prior employment experience includes positions at FINANCIAL NETWORK INVESTMENT CORPORATION and WESTLAKE SECURITIES, INC. William is committed to providing his clients with the highest level of personalized service.

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ADVISOR BIO

William Andrew Odonnell is a registered investment advisor with Edelman Financial Engines. William has been in the financial services industry since 2001 and has a strong background in providing investment advice. William holds the Series 7 and Series 66 licenses. Prior to joining Edelman Financial Engines, William worked at TMFS Advisors, LLC and TMFS SACRAMENTO LLC. William is currently registered with the state of California and Texas.

SPECIALIZATIONS

ADVISOR BIO

William George Gray has been in the financial services industry for over 20 years. William is a registered representative and investment advisor with LPL Financial LLC. William has provided financial services to individuals and families, as well as to businesses and retirement plans. William is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

William Rolfe Shinen is a financial advisor with Raymond James Financial Services Advisors, Inc., operating out of their Westminster, CA branch office. William has been in the industry since 1983 and has experience with Raymond James Financial Services Advisors, Inc. and several other firms. William holds Series 63, 40, and 7 licenses. William is registered in 12 states including California, Florida, Texas and others. William has specialized expertise in areas like financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

William Nguyen is a financial professional in Torrance, California, currently associated with Cetera Investment Advisers LLC. William has been in the financial industry for more than a year and is a registered investment advisor with the state of California. William has also passed the Series 66, Series 7TO and the SIE exams. Cetera Investment Advisers LLC is a registered investment advisor with the SEC that provides financial planning, portfolio management, and other advisory services to a diverse clientele.

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ADVISOR BIO

William Ernest Klatte is a registered representative with LPL Financial LLC. William is a Series 7 and Series 66 licensed individual who has been in the financial services industry since May 21, 2013. William's current office is in San Diego, CA. William specializes in a range of services including financial planning, insurance, mutual funds, and retirement planning.

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ADVISOR BIO

William Wright Austin is a financial advisor in Truckee, California and is registered with Commonwealth Financial Network. William has over 20 years of experience in the financial services industry. William's primary focus is providing comprehensive financial planning and investment management services to individuals, families, and businesses. William holds the Series 7 and Series 66 securities licenses, as well as the Certified Financial Planner designation. William is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.

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ADVISOR BIO

William James Hjerpe is a financial advisor with Ameriprise Financial Services, LLC. William is registered to provide investment advice in 8 states and is licensed in California. William has been active in the industry since 1987. William has held previous positions at IDS LIFE INSURANCE COMPANY in Minneapolis, MN. The firm William is currently registered with, Ameriprise Financial Services, LLC, is a large financial services firm with over 1 million clients.

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ADVISOR BIO

William M Meyer is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the securities industry since 2009 and has over 15 years of experience in the financial services industry. William holds a Series 66, Series 7 and SIE license, and is registered to offer securities and investment advisory services in 33 states. William's primary area of focus is providing financial planning and portfolio management services to individuals, businesses, and institutions. William also offers pension consulting and educational seminars to clients. William has a strong commitment to providing personalized service to all of his clients.

SPECIALIZATIONS

ADVISOR BIO

William Davidson is a financial advisor based in Bakersfield, CA, and has been working in the financial services industry since June 2014. William is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. where they have been working since March 2016. Previously, William worked for Waddell & Reed from March 2015 to January 2016 and Edward Jones from April 2014 to March 2015. William holds Series 66, Series 7, and SIE licenses. William is registered in 55 states and Washington, D.C., for both broker-dealer and investment advisor services. William has also been approved as an investment advisor representative in Texas.

SPECIALIZATIONS