ADVISOR BIO

Wilber Dalton Geiger is a financial advisor with over 25 years of experience in the industry. Wilber has held registrations with multiple firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley. Currently, Wilbur is registered with Wells Fargo Clearing Services, LLC and holds licenses in multiple states including Florida, Texas, and California. Wilber specializes in providing financial planning and investment management services to both individuals and businesses.

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ADVISOR BIO

Willem Daniel Marx is a financial advisor with Wells Fargo Clearing Services, LLC, located in Sarasota, Florida. Willem has been in the financial services industry since 2007 and has experience providing financial advice to individuals and businesses. Willem is registered to provide investment advice in 34 states and holds the Series 6, 7, and 66 securities licenses. In addition to providing investment advice, Willem also provides financial planning and pension consulting services. Willem has a reputation for providing personalized and comprehensive financial advice.

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ADVISOR BIO

William McLean is an investment advisor representative with McLean Capital Management. William McLean has been in the financial services industry since 1974. He holds Series 7, 8, 31, 63, and 65 licenses. William McLean's office is in Sarasota, Florida. William McLean has also been registered with Alex. Brown & Sons Incorporated, G.F. Investment Services, LLC, James Baker & Associates, a Limited Partnership, Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, PaineWebber Incorporated, and Morgan Keegan & Company, Inc. William McLean's specializations include portfolio management for individuals and businesses, as well as financial research. William McLean's firm, McLean Capital Management, is located in Sarasota, Florida.

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ADVISOR BIO

William Mark Nickles is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Sarasota, FL. William Mark Nickles has been in the industry since March 28, 2000. William Mark Nickles has passed the Series 63, Series 65, Series 7 and SIE exams. He has been registered as a broker and investment advisor representative in the state of Florida since May 2010 and has been registered as a broker in several other states. William Mark Nickles's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc. and UBS PaineWebber Inc.

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ADVISOR BIO

William Chase is a registered investment advisor representative with MML Investors Services, LLC. William has been in the industry since July 30, 1992. William is currently registered with the state of Florida. William has passed the Series 6, Series 63 and SIE exams. William is also registered with the firm in the following states: California, Georgia, North Carolina and Pennsylvania. William specializes in investment planning, retirement planning, education planning, insurance and estate planning.

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ADVISOR BIO

William Chase is a financial advisor with Hbks Wealth Advisors. He provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. William has been a financial advisor since 2014. He holds the Series 7, Series 66, and SIE licenses. He is a Certified Financial Planner™. William is committed to providing his clients with personalized advice and investment solutions to help them achieve their financial goals.

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ADVISOR BIO

William Alexander Yaegers is a financial advisor associated with LPL Financial LLC. William is a Registered Representative and Investment Advisor Representative, licensed in Florida and Texas. William is a Certified Financial Planner and has been in the financial services industry since 2009.

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ADVISOR BIO

William Conte is a financial advisor with over 20 years of experience in the financial services industry. William is registered as a Broker and Investment Advisor Representative with Latitude Advisors, LLC. Previously, William worked for Medallion Investment Services, Inc., and ProEquities, Inc. William specializes in working with individuals, corporations, and retirement plans. He provides financial planning and investment management services to his clients. William is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

William Steven Cairo is an investment advisor representative with Truist Advisory Services, Inc. William has been in the industry since 2000 and has a wide range of experience. William has held previous roles with several firms including Fifth Third Securities, Inc., Wachovia Securities, LLC, Colonial Brokerage, Inc., First Union Brokerage Services, Inc., and Prudential Securities Incorporated. William is registered to provide investment advisory services in Florida and Texas.

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ADVISOR BIO

William Marsh IV is a financial advisor with over 25 years of experience in the financial industry. William has been a Registered Representative with Wells Fargo Advisors Financial Network, LLC since 2010. William is a Certified Financial Planner® and a Chartered Financial Consultant. William has experience with a wide range of financial products and services, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Previously, William was a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., UBS PAINEWEBBER INC., and OLDE DISCOUNT CORPORATION.

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