ADVISOR BIO

Wesley Taylor Wilson is a financial advisor affiliated with Edward Jones. Wilson has been working in the securities industry since June 6, 2018. Wilson is registered in 24 states and holds a Series 66 license along with the Series 7 and SIE exams. Wilson specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Whitney Greer is an investment advisor representative at Cetera Investment Advisers LLC. Whitney has been in the securities industry for over 9 years and has experience with both individual and institutional clients. Whitney is registered with the state of Kentucky, as well as Florida, Georgia, Indiana, New York and Tennessee, where Whitney is licensed to offer securities and investment advisory services. Whitney's areas of expertise include financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Will Mesa Thomas is a registered representative with J.P. Morgan Securities LLC in Lexington, Kentucky. Will has been in the securities industry since 2011. Will is registered with the states of Florida, Georgia, and Kentucky. Will holds the Series 6, Series 63, and SIE licenses. Will has experience in investments and financial planning. Will has a specialization in investments, specializing in mutual funds, variable annuities, life insurance, fixed annuities, and retirement planning.

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ADVISOR BIO

William Tyler Montell is an investment advisor representative with Meridian Wealth Management, LLC. William has been in the industry since 2013 and has been registered with Meridian Wealth Management, LLC since 2017. William has passed the Series 66, Series 65, Series 7, and SIE exams. William is registered with the state of Kentucky. William's previous employers include Summit Brokerage Services, Inc. and Royal Alliance Associates, Inc. In addition to working at Meridian Wealth Management, LLC, William is also a managing member of Spalding Smails Consulting LLC.

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ADVISOR BIO

William Strait is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Lexington, Kentucky. William has been in the financial industry for over 16 years. William specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisers. He has passed all of the required exams, including the Series 7, 6, 63, 65, and 66, and is registered in multiple states. William has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

William Maguire is a financial advisor with Raymond James & Associates, Inc. William has been in the industry since 2019 and holds licenses in 53 states, including Kentucky and Texas, where William is registered as a Registered Representative. William has previously worked with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

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ADVISOR BIO

William Quint Tatro is a financial advisor at Joule Financial, LLC. William is a registered Investment Advisor Representative with the states of Kentucky and Texas. He has experience in the securities industry, having previously worked at First Allied Securities, Inc., Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. William holds the Series 7, 24, 63, and 66 licenses. He is a part-owner of YBVentures LLC, a manufacturing company. William is a frequent guest on CNBC and local radio, a writer for Forbes.com, and an adjunct professor at the University of Kentucky. He specializes in financial planning, pension consulting, and portfolio management for individuals.

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William Cornett is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial industry since September 26, 2004. William is registered to provide investment advice in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Kansas, Kentucky, New Mexico, Texas, and Virginia. William holds the Series 6, Series 7, Series 63, and Series 66 licenses. William also holds the SIE license.

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ADVISOR BIO

William A Perrone is a registered representative with Morgan Stanley in Lexington, KY. William has been in the financial services industry for over 1 year. William has a Series 7TO, Series 66 and SIE license. William is registered in 42 states. William specializes in financial planning, portfolio management, pension consulting and educational seminars.

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ADVISOR BIO

William Conner has over 30 years of experience in the financial services industry. William is a registered representative with iTrust Asset Management, LLC and provides a range of financial services including portfolio management, financial planning, and pension consulting. William Conner specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.

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