ADVISOR BIO

William Symons is an Investment Advisor Representative with Eureka Financial Planners, LLC. William is based in Eureka, CA and has been in the financial services industry since 1998. William has a deep understanding of the financial markets and a proven track record of success. William is committed to providing clients with personalized financial planning and investment management services. William has a proven track record of success in helping clients reach their financial goals. William is also a Certified Financial Planner. In addition to working with Eureka Financial Planners, William is also a Landlord, and owns Mitchell Grove, an apple orchard and venue. William provides insurance products and services as well.

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ADVISOR BIO

William John Schratz is a registered investment advisor representative with Allworth Financial, LP. William is licensed in Texas. William also has a career outside of the financial industry as a pilot for Southwest Airlines. Allworth Financial, LP specializes in financial planning, portfolio management for businesses and individuals, and pension consulting services.

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ADVISOR BIO

William Benjamin Corder is a registered investment advisor with Commonwealth Financial Network and Manning Wealth Management, Inc.. William Corder has been in the financial services industry since 2006. William Corder is licensed to provide investment advice in 30 states and the District of Columbia. William Corder has a Series 7, Series 66 and SIE license. William Corder is based in San Diego, California and serves clients in many locations throughout the United States. William Corder has experience in providing a wide range of financial services, including financial planning, investment management, and retirement planning.

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William King is a registered representative with Centaurus Financial, Inc., based in San Diego, California. William has been in the industry for 10 years. William has a Series 7, Series 66, and Series 24 license. William also has an active California Investment Advisor Representative license.

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ADVISOR BIO

William H Schwartz is a financial advisor with over 20 years of experience in the industry. William is currently registered with LPL Financial LLC in San Diego, California. William has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. William is also a registered representative with MML Investors Services, LLC and previously worked with MetLife Securities Inc. and MML Investors Services, Inc. William holds a Series 66, Series 63, SIE and Series 7 licenses. William offers a wide range of financial services including financial planning, investment management, and consulting services.

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ADVISOR BIO

William Hageboeck is an investment advisor representative for Cerity Partners LLC. William has been in the financial services industry since 1997. William holds a Series 63, a Series 6, and a Series 65 license. William is a Certified Financial Planner. William has experience working with clients in the areas of pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. William also provides tax services and bill pay to clients.

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William Joseph Hastie is an experienced financial professional with over 30 years in the industry. William is registered with Commonwealth Financial Network and Hastie Financial Group. Prior to his current roles, William was associated with LPL Financial LLC, Sentra Securities Corporation, Transamerica Financial Resources, Inc., Royal Alliance Associates, Inc., Kavanaugh Securities, Inc., Integrated Resources Equity Corporation, NYLIFE Securities Inc., NWNL Management Corporation, and New York Life Securities Corp. William specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

William Alan Fraser is a financial advisor with over 35 years of experience in the financial services industry. William Alan Fraser is currently registered with Morgan Stanley. William Alan Fraser holds both Series 7 and Series 66 licenses. Prior to joining Morgan Stanley, William Alan Fraser was registered with UBS Financial Services Inc., Salomon Smith Barney Inc., and Salomon Brothers Inc.

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ADVISOR BIO

William Anthony Ortega is a registered representative with Wells Fargo Clearing Services, LLC, located in SAN FRANCISCO, CA. William Anthony Ortega is a licensed Investment Advisor Representative and has been in the industry since 2017. William Anthony Ortega is currently registered with FINRA and is a member of the Wells Fargo Clearing Services, LLC branch office located in SAN FRANCISCO, CA. William Anthony Ortega is a member of the Series 6 exam category.

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ADVISOR BIO

William Joseph Porter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Pasadena, CA branch office. William has been in the industry since 2023, working for Merrill Lynch and previously for RSM US LLP, The Enthusiast Network, Northern Arizona University and Bank of America, N.A.. William has passed the Series 7TO, SIE and Series 66 exams. William is registered to provide investment advice in California, Texas, and Arkansas. William has a specialization in providing investment advice for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.

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