ADVISOR BIO

William George Clements is a financial advisor at Parallel Advisors, LLC. William has been in the financial services industry since 1984. William has earned the Series 66, Series 63, Series 31, Series 7 and Series 22 licenses. William has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. William's previous employers include BARCLAYS CAPITAL INC., SANFORD C. BERNSTEIN & CO., LLC and COMDISCO CAPITAL MARKETS, INC. William provides financial planning services, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

William Edward Wagner is a registered representative and investment advisor representative with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. William has been in the securities industry since 1996. William has a strong track record of providing financial advice to individuals, families, and businesses. William is committed to helping clients achieve their financial goals. William specializes in providing investment management, financial planning, and retirement planning services.

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ADVISOR BIO

William George Ryan is a financial advisor with LPL Financial LLC. William has been in the financial services industry since June 1996 and has a strong track record of helping clients reach their financial goals. William has a deep understanding of the investment markets and provides personalized advice to clients based on their individual needs. He is committed to providing his clients with the highest level of service and professionalism. William specializes in helping clients with retirement planning, college savings, and estate planning. He holds the Series 6, Series 63, and SIE licenses and is registered to provide investment advice in 14 states. William previously worked at Independent Financial Group, LLC and Transamerica Financial Advisors, Inc.

SPECIALIZATIONS

ADVISOR BIO

William Tyler Smail is a financial advisor associated with Edward Jones. William has been working in the financial services industry for over 15 years. William holds a Series 7 and Series 66 license. William is registered with FINRA and is a Certified Financial Planner. William is also registered with the State of California. William is affiliated with Edward Jones in Red Bluff, California.

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ADVISOR BIO

William Michael Bauerle is a financial advisor with Edward Jones. William has been in the financial industry since 2017 and has a Series 7, Series 66 and SIE licenses. William is registered in 27 states to offer investment advice. William's current office is located in Poway, CA.

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ADVISOR BIO

William Robert Lynch is an Investment Advisor Representative associated with IEQ Capital, LLC, a Registered Investment Adviser. William Robert Lynch has been in the industry since 2020, and has obtained the Series 65 license. William Robert Lynch has been registered with the state of California since June 23, 2023, and specializes in the following areas: financial planning, pension consulting, and selection of other advisors. IEQ Capital, LLC is a financial advisor with offices in California and has over $23 billion in assets under management. The firm's clients primarily include charitable organizations and high net worth individuals.

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ADVISOR BIO

William M. Bonelli is a financial advisor currently registered with Morgan Stanley. William has been in the financial services industry since 2003. William is registered as a securities agent (Broker-Dealer) in 35 states and is also a registered Investment Advisor in 2 states. William has a strong background in various financial products and services including securities, futures and options. William holds the Series 7, 3, 9, 10, 31, 63 and 65 licenses. William's previous employment includes Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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ADVISOR BIO

William Charles Paul Abraham is an investment advisor representative associated with Cetera Investment Advisers LLC. William has over 19 years of experience in the financial services industry and holds Series 66, 7TO, and SIE licenses. He has offices in Walnut Creek, CA and Lutz, FL. William provides financial planning, pension consulting, and portfolio management services to individuals and businesses. He has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

William Don Mayhue is a registered representative with Equity Services, Inc. and has been in the financial industry since October 10, 2015. William Don Mayhue is licensed to provide financial advice in Arizona, California, Texas and Virginia. William Don Mayhue has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Equity Services, Inc. is a financial firm located in Montpelier, VT and has been in business for over 50 years. Equity Services, Inc. provides financial advisory services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

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ADVISOR BIO

William Gustav Carson is a financial professional with over 40 years of experience in the financial services industry. William is currently registered with Osaic Wealth, Inc. in California and is licensed as an Investment Advisor Representative. Previously, William was affiliated with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. William holds licenses for Series 6, 7, 63, and 65, along with the Securities Industry Essentials Examination. William provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS