ADVISOR BIO

William Romaniello is an investment professional with experience in the financial services industry. William is registered with Northwestern Mutual Investment Services, LLC and holds the Series 6TO, SIE and Series 63 licenses. William has been in the industry since June 2022 and is currently registered in Arkansas, Connecticut, Florida, Georgia, Indiana, New Hampshire, New Jersey, New York, Rhode Island and Texas.

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ADVISOR BIO

William Curry is a financial advisor at Morgan Stanley. William has been working in the industry since May 2016. William has a Series 7 and Series 66 license and is registered in 32 states. William is also a Branch Manager and holds a Series 30 designation. Prior to joining Morgan Stanley, William worked at ICAP Corporates LLC.

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ADVISOR BIO

William Barnett Sims is a financial advisor with over 50 years of experience in the industry. William is currently registered with Herbert J. Sims & Co, Inc. and holds a Series 24, Series 99TO, Series 7TO, Series 79TO, Series 50, and Series 1 licenses. William has previously been employed by MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. William Sims is currently registered in Florida, Maryland and Ohio.

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ADVISOR BIO

William Anthony Mazzoli is a financial professional with over 16 years of experience in the industry. William is currently registered with PFS Investments Inc. and holds the Series 6, Series 63 and SIE licenses. William is also registered with the states of Connecticut and New York. William has been with PFS Investments Inc. since June 21, 2002, and specializes in providing financial advice to individuals.

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William Henry Newman is an investment advisor representative who has been registered with the state of Connecticut since 2005. William is affiliated with SKY Investment Group LLC, a firm based in Hartford, Connecticut. William specializes in providing investment advice to charitable organizations, high net worth individuals, and pension and profit-sharing plans. William has been with SKY Investment Group LLC since October 2004. The firm's services include portfolio management for individuals and pension consulting.

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William Robins is a financial advisor who has been in the industry since 2014. William is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 66, Series 7, and SIE licenses. William has also been previously employed with Oppenheimer & Co. Inc., J.P. Morgan Securities LLC, and Wells Fargo Advisors, LLC. William is registered with the following states: California, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, New Jersey, New York, and Vermont. William has specializations in: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting and Educational Seminars.

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ADVISOR BIO

William Gordon Lester is a financial advisor who has been in the industry since 2009. William is currently registered with Voya Retirement Advisors, LLC in Texas. William has previously worked at PRINCIPAL SECURITIES, INC., VALIC FINANCIAL ADVISORS, INC., ADP BROKER-DEALER, INC., GWFS EQUITIES, INC. and VALIC FINANCIAL ADVISORS, INC.. William is a Series 66, Series 7 and SIE exam holder.

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William Edward Smith is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Branford, CT. William is licensed to offer advisory services in 18 states. William has been in the financial services industry since February 4, 2002 and has been registered with Raymond James Financial Services Advisors, Inc. since November 18, 2014. William's previous employers include Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Waddell & Reed, Inc. William holds Series 6, 7, 63, and 65 licenses and the SIE exam. William specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

William Mason Miller is a financial advisor with Commonwealth Financial Network. He has been working in the financial industry since September 15, 1983. William Mason Miller has experience in the insurance industry and is registered in several states. He offers financial planning, pension consulting, and educational seminars to his clients. William Mason Miller is also registered to sell investment products.

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ADVISOR BIO

William Lohrey is an investment advisor representative with Edelman Financial Engines. William holds the Series 65 license. William has experience in the financial services industry since 2013. Prior to joining Edelman Financial Engines, William has held positions at University of Connecticut, Ameritas Life Insurance Company, Cigna Life Insurance Company, New York Life Insurance GBS, Connecticut Wealth Management, LLC, and Financial Engines Advisors L.L.C.. William specializes in providing financial advice to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, and other investment advisors. William is registered with the states of Connecticut and Texas. William works out of the Manchester, Connecticut office of Edelman Financial Engines.

SPECIALIZATIONS