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 Albert Wilson is a financial advisor with over 35 years of experience in the industry. William Wilson currently works at Osaic Wealth, Inc., where he is registered as a Registered Representative. William Albert Wilson is licensed to offer securities in 52 states and the District of Columbia, and he has earned the Series 6, Series 7, Series 24 and Series 63 licenses. Previously, William Albert Wilson worked at Jefferson-Pilot Investor Services, Inc. William Wilson offers advisory services such as portfolio management for individuals and businesses, pension consulting, financial planning 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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ADVISOR BIO

William Harris Evans is a registered investment advisor representative with Charles Schwab & CO., Inc.. William has been in the financial industry since 2014 and holds a variety of licenses and registrations, including Series 6, 7, 63, 65 and 66. William has previously worked with TD AMERITRADE, INC., THRIVENT INVESTMENT MANAGEMENT INC. and FORESTERS FINANCIAL SERVICES, INC. William offers financial planning, selection of other advisors, and a wrap fee program sponsor. William currently provides services in Lexington, KY and Franklin, TN.

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ADVISOR BIO

William Mullins is a financial advisor registered with Wells Fargo Clearing Services, LLC. William is a Certified Financial Planner with over 30 years of experience in the industry. William has held various positions within the financial services industry, including a previous role with Prudential Securities Incorporated. William specializes in portfolio management for businesses and individuals, financial planning and investment consulting services to institutional clients. William is also registered to provide investment advice in Colorado and Kentucky.

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William Tyler Hamilton is a registered representative of Truist Advisory Services, Inc. with over 10 years of experience in the financial industry. William is based out of the Lexington, KY branch office. William focuses on providing financial planning and portfolio management services to individuals, businesses, and non-profit organizations. William holds the Series 7TO, Series 66 and SIE licenses. William also serves as Board Chair for a local community organization and provides financial education.

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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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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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