ADVISOR BIO

William Zach Friedrich is a financial advisor who has been in the industry since April 2013. William is currently registered with Accelerate Retirement. William is also a Certified Financial Planner, holding the Series 66, Series 7 and SIE licenses. In the past, William worked for BLACKROCK INVESTMENTS, LLC. William has a special focus on financial planning, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

William Toner is a financial advisor who has been in the industry since 1986. William is currently registered with Osaic Wealth, Inc. in California. William has a wide range of experience working with clients in a variety of areas, including financial planning, pension consulting, and portfolio management. William is also a Certified Financial Planner. William has previously worked with SAGEPOINT FINANCIAL, INC., PIMCO INVESTMENTS LLC, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC, FAM DISTRIBUTORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EATON VANCE DISTRIBUTORS, INC., PRUDENTIAL SECURITIES INCORPORATED, and SHEARSON LEHMAN HUTTON INC.

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ADVISOR BIO

William Charles Broder is an investment advisor representative registered in California. William Charles Broder is affiliated with BMB Advisers LLC. William Charles Broder's main office is located at 11100 Santa Monica Blvd., Suite 400, LOS ANGELES, CA 90025. William Charles Broder has 3 current registrations. William Charles Broder has been in the industry since 1965. William Charles Broder passed the Uniform Investment Adviser Law Examination in 1999. William Charles Broder is also a shareholder/officer of Freedman Broder & Company Accountancy Corp. and works full time for the accounting practice while also providing services to BMB Advisers, LLC.

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ADVISOR BIO

William Denler is an investment advisor representative with Eagle Strategies LLC. William has been in the financial services industry for over 20 years and has experience in both investment advisory and insurance brokering. William is a registered investment advisor and holds the Series 63, Series 65 and Series 7TO licenses. William specializes in providing financial planning services to individuals, families, and businesses. William also offers investment management services and educational seminars. William's firm, Eagle Strategies LLC, is a Registered Investment Advisor with a strong focus on providing customized financial solutions. The firm has a team of experienced professionals who are dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

William Gordon is a registered Investment Advisor Representative with Perigon Wealth Management, LLC. William holds a Series 65 license, obtained in September 2019. William has been with Perigon Wealth Management, LLC since October 2019 and has over 8 years of experience in the financial services industry. Before joining Perigon Wealth Management, LLC, William worked at The Business Advantage Group Ltd. and KineMatik. William specializes in providing financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations.

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ADVISOR BIO

William Purnell Diggs is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of California. William has been in the financial services industry since November 3, 2016. William's firm has over 14,000 licensed agents and 19,000 registered representatives. William specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.

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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 Thomas Moore is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in California and Texas. William has been in the industry since 1981. William is also registered with the following firms: CITIGROUP GLOBAL MARKETS INC. and EQUITEC SECURITIES COMPANY. William has passed the Series 66, 63, 10, 9, 8, 3, and 7 exams. William's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., manages assets for individuals, businesses, investment companies, pooled investment vehicles, banking and thrift institutions, pension plans, insurance companies, charitable organizations, and state or municipal governments.

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ADVISOR BIO

William Frear is a financial advisor registered with J.p. Morgan Securities LLC. He is licensed in California. William has been in the financial industry since January 24, 2023. His specializations include portfolio management for individuals and businesses, financial planning and pension consulting. He is also able to provide investment advice for charitable organizations, insurance companies, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

William Ernest Anast is a registered representative with MML Investors Services, LLC. William has been in the industry since January 2, 1995 and has been registered with MML Investors Services, LLC since February 24, 2000. William has been registered with the state of California since January 3, 1995. William is also registered with the state of Maryland, Michigan, Ohio and Washington. William has passed the Series 6, Series 7 and Series 63 exams. William also has a Series SIE exam. William has been providing direct insurance business to insurance companies outside of MMFG since December 1994.

SPECIALIZATIONS