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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ADVISOR BIO

William Charles Sweeney is a registered representative with Global Atlantic Distributors, LLC and has been in the financial industry since October 27, 2011. William Sweeney has passed the Series 63, Series 7TO, Series 6, and SIE exams. William Sweeney was previously registered with Hartford Equity Sales Company Inc. from September 30, 2005 to August 17, 2009, Prudential Investment Management Services LLC from December 6, 2004 to June 21, 2005, and Prudential Retirement Brokerage Services, Inc. from November 17, 2003 to December 6, 2004.

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ADVISOR BIO

William Frederick Warner is a financial advisor with over 25 years of experience. William is a Certified Financial Planner and Chartered Financial Consultant. William is currently registered with Sentinel Asset Management, LLC. Prior to joining Sentinel Asset Management, LLC, William worked at LPL Financial LLC and Nationwide Advisory Services, Inc. William provides financial planning and portfolio management services to individuals. William also teaches seminars on financial products.

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ADVISOR BIO

William Bowser is a financial advisor with over four years of experience in the industry. Currently, William Bowser is registered with Ages Financial Services, Ltd., and holds Series 7, 63, and 79 licenses. William Bowser has held previous roles with firms such as Cambridge International Partners LLC and J.P. Morgan Securities LLC. William Bowser has a strong understanding of the financial markets and can help you achieve your financial goals.

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ADVISOR BIO

William Kern is a registered representative with Prudential Annuities Distributors, Inc.. William Kern is licensed to sell securities in 16 states. William Kern has been in the securities industry since December 3, 2017. William Kern holds the following licenses: Series 63, SIE, and Series 6. William Kern is registered with the following SROs: FINRA.

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ADVISOR BIO

William Leavitt is a financial advisor with Bridgelight Financial Advisors, Inc. located in Shelton, CT. William Leavitt has been in the industry since 1993 and has a Series 7, Series 63, and Series 65 license. William Leavitt has experience in various aspects of financial planning including college planning, portfolio management for individuals, and educational seminars. William Leavitt is also a licensed insurance agent.

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ADVISOR BIO

William Bruce Dominello is a financial advisor at RBC Capital Markets, LLC. William has been in the financial services industry since 2006. William holds a Series 7 and a Series 66 license, as well as a SIE exam. William is also a Certified Financial Planner. Prior to joining RBC Capital Markets, LLC, William worked at WELLS FARGO ADVISORS LLC and WELLS FARGO CLEARING SERVICES, LLC. William has experience providing financial planning, investment advice, and portfolio management services to individuals, families, businesses, and institutions. William is also a trustee for his brother and is on the board of directors for Harc Foundation Inc. RBC Capital Markets, LLC is a leading investment bank and financial services company that provides a range of products and services to corporations, institutions, and individuals.

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ADVISOR BIO

William Baxter is an investment advisor representative with Baxter Investment Management. William has been with Baxter Investment Management since January 1989. William is registered with the state securities regulators of California, Connecticut, Florida, Massachusetts and Texas. William has also passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Non-Member General Securities Examination (Series 2) and the General Securities Representative Examination (Series 7). William specializes in providing financial planning, portfolio management for individuals and portfolio management for businesses.

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ADVISOR BIO

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 James Lupinacci is an Investment Advisor Representative registered with Knights Of Columbus Asset Advisors LLC, based in New Haven, CT. William is licensed in Virginia. William has been in the financial services industry since June 2000 and is also a Knights of Columbus Insurance Field Agent in New Haven, CT. William's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles as well as pension consulting and selection of other advisers.

SPECIALIZATIONS