ADVISOR BIO

William Joseph Smart is an active investment advisor registered with both the Securities and Exchange Commission (SEC) and several states. William has been in the financial services industry since 1989, and is currently employed by RBC Capital Markets, LLC. Prior to joining RBC Capital Markets, William was employed by Morgan Stanley and Citigroup Global Markets Inc. William holds a wide variety of licenses including Series 3, 7, 31 and 63, and specializes in various investment services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. William's firm, RBC Capital Markets, LLC, is a large investment advisory firm with over $50 billion in assets under management.

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ADVISOR BIO

William Michael Hardisky is a financial professional with over 8 years of experience in the industry. William has a strong background in coaching, sports, and fitness, which he combines with his financial expertise to provide comprehensive financial guidance. William is a Registered Representative and Investment Advisor Representative. William is registered with LPL Enterprise, LLC and offers financial planning, consulting, and portfolio management services.

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ADVISOR BIO

William Joseph Hufnell is a Certified Financial Planner™ with over 12 years of experience in the financial services industry. William is currently registered as a Registered Investment Advisor with Modera Wealth Management, LLC in Maryland. Modera Wealth Management, LLC is a firm with over $12.5 billion in assets under management and specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. Prior to joining Modera Wealth Management, LLC, William worked as a financial advisor at Annapolis Financial Services, LLC/Bay Point Wealth in Annapolis, Maryland.

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ADVISOR BIO

William Augustine Boykin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Hunt Valley, Maryland. William has been in the financial services industry since December 25, 2010. William has a Series 63, Series 66, and Series 7 license. William is also registered in 29 states. William's experience includes working at Stormharbour Securities LP in New York, New York. William is active in the community and volunteers with the One Love Foundation.

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ADVISOR BIO

William D Vincent is a financial professional with over 16 years of experience in the financial services industry. William holds a Series 7, Series 6, Series 63, and SIE licenses. William currently works for Oneamerica Securities, Inc. and is registered in District of Columbia, Georgia, Maryland, North Carolina, South Carolina, and Virginia. Previously, William worked for MML Investors Services, LLC, SagePoint Financial, Inc. and MetLife Securities Inc. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

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ADVISOR BIO

William McNulty has been in the financial services industry for over 30 years. William is a registered representative and investment advisor representative with Morgan Stanley, currently located in Bethesda, MD. William also holds Series 3, 7, 9, 10, 63 and 65 licenses, in addition to the SIE. William has a long history in the industry and has worked for a number of firms including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., First Union Brokerage Services, Inc., Signet Financial Services, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

William David Erskine is an active investment advisor registered with both FINRA and the SEC and is a registered representative with Edward Jones. William has been in the securities industry since September 2019. William is licensed in 23 states. In addition to his Series 63 and Series 66 licenses, William also holds the SIE and Series 7TO. Prior to joining Edward Jones, William was employed by T. Rowe Price Investment Services, Inc. William is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

William Gaines is a financial advisor with Commonwealth Financial Network. William is also registered with Widmann Financial Services. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. William Gaines is a Certified Financial Planner and has been in the financial services industry for over 10 years.

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ADVISOR BIO

William Edward Mantler is a financial advisor at RBC Capital Markets, LLC. William has been a registered representative since 2001 and has held several positions at other firms prior to joining RBC Capital Markets. William has a wide range of experience in the financial services industry and is committed to providing his clients with the best possible advice and service. William is licensed to sell securities in Maryland and New York.

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ADVISOR BIO

William Morgan Watson has been in the financial services industry since 1994. He has been registered with LPL Enterprise, LLC since November 2024. Prior to joining LPL Enterprise, LLC, William worked with Prudential Insurance Company of America and Pruco Securities, LLC. William specializes in financial planning and portfolio management for both individuals and businesses. William is registered in several states as a Broker-Dealer and Investment Advisor, and holds the Series 6, 7, 24, 63, and 65 securities licenses as well as the SIE exam.

SPECIALIZATIONS