ADVISOR BIO

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 Leroy Westling is a financial advisor with LPL Financial LLC. William has been in the financial services industry since April 28, 1987. William has a Series 7 license and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). William is also registered with the state of California and Texas. William's previous employers include CETERA ADVISOR NETWORKS LLC, NFP SECURITIES, INC., FORTIS INVESTORS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and INVESTMENT MANAGEMENT & RESEARCH, 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.

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ADVISOR BIO

William David Olesinski is a financial advisor at Fidelity Personal And Workplace Advisors. William has been in the industry for over 5 years. William is registered with FINRA and the states of Arizona, California, Connecticut, Florida, Georgia, Hawaii, Massachusetts, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. William has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. William has experience working with individual clients, corporations, and charitable organizations. William provides financial planning, portfolio management, and educational seminars to clients. William is a dedicated professional with a passion for helping clients achieve their financial goals. William is committed to providing excellent service and building strong relationships with clients.

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ADVISOR BIO

William Mullally is an investment advisor representative at Alamo Capital in Walnut Creek, CA. William has over 40 years of experience in the financial services industry. William has a broad range of experience and holds licenses in multiple states. Prior to joining Alamo Capital, William was a registered representative at Westhoff, Cone & Holmstedt, Backstrom McCarley Berry & Co., LLC, Investors Resources Group, Inc., Foothill Securities, Inc., Portfolio Asset Mgt. & Investment Advisory Services, Inc., Darnall, Kemna & Co., Inc., D.J. Kaelker & Associates, Inc., First California Regional Securities, Inc., Thomas F. White & Co., Incorporated, Paine Webber Incorporated, West Coast Securities Corporation, and Stone & Youngberg.

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ADVISOR BIO

William Brooksby is a financial professional with over 20 years of experience in the industry. William is currently registered with Next Financial Group, Inc. and has been with the firm since 2004. William is also the owner of Brooksby Financial Services, which provides insurance and investment services. William holds Series 7, 24, and 63 licenses as well as the SIE. William specializes in retirement planning, college savings, and estate planning. William is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

William Swanner is a financial advisor registered with Fidelity Personal And Workplace Advisors. William has been in the industry for 6 years. William is licensed in 53 states and the District of Columbia, and has worked for Kestra Investment Services and Hilltop Securities. William is a Series 66, Series 9, Series 10, and Series 7 licensed advisor and has passed the SIE exam. William has earned the Uniform Combined State Law Examination and the General Securities Representative Examination.

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ADVISOR BIO

William Tang is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the industry since 1999. William has experience working with both individuals and institutions, providing financial planning, investment consulting, and portfolio management services. William is licensed in 21 states and currently holds Series 7, 66, and SIE licenses. Previous experience includes working with Wells Fargo Investments, LLC and Wells Fargo Securities Inc.

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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 L. Jones is a financial advisor registered with Charles Schwab & CO., Inc. William L. Jones has been active in the industry since 2022 and is licensed to provide investment advice in 51 states and Washington, D.C. William L. Jones is also registered as an Investment Advisor Representative in California. William L. Jones has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE) and the Uniform Combined State Law Examination (Series 66). William L. Jones currently works at the Seal Beach, California office of Charles Schwab & CO., Inc. William L. Jones is able to provide financial planning and investment advice, including portfolio management for individuals, businesses, and investment companies.

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