ADVISOR BIO

William Krzton is a registered Investment Advisor Representative with Invicta Advisors LLC. William has been in the industry since 01/1994 and is registered in Pennsylvania. William also has an unrelated legal practice, Three Rivers Law. William's current firm provides financial planning and portfolio management for individuals.

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ADVISOR BIO

William David Bell is an active Registered Representative with Hornor, Townsend & Kent, LLC. William has been in the financial industry since May 4, 2015 and has a Series 6 and Series 26. William also holds the Securities Industry Essentials (SIE) designation. William is located in the Horsham, PA branch office of Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent, LLC, William was with PACIFIC SELECT DISTRIBUTORS, LLC.

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ADVISOR BIO

William Francis Casey is an investment advisor representative at Hbks Wealth Advisors. William is registered with the state of California, New Jersey, Pennsylvania and Texas. William has been in the financial industry since 2006 and has his Series 65 license. William's professional experience includes time at Locust Capital Management LLC and Hbks Wealth Advisors. William specializes in providing financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. William is a member of Wyndmoor Properties, LLC, HBK Fort Myers Realty, LLC, HBK Erie Realty, LLC, HBK Hermitage Realty, LLC, HBK Meadville Realty, LLC, and HBK Financial Holdings.

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ADVISOR BIO

William David Gullborg is an Investment Advisor Representative associated with Grove Point Advisors, LLC. William has been working in the financial services industry since May 28, 1985. William has been registered with Grove Point Advisors, LLC since April 1, 2021. He is currently registered in Pennsylvania and Texas. William has a Series 6, Series 63, and SIE licenses. William is also registered as an insurance agent in Pennsylvania.

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ADVISOR BIO

William Schindler is a financial advisor with over 30 years of experience in the industry. William has held a variety of positions at several firms, including MML Investors Services, LLC, Lincoln Financial Advisors Corporation, and Woodbury Financial Services, Inc. William currently works as a Financial Advisor at United Planners' Financial Services of America A Limited Partner. William is a registered representative with FINRA and is licensed in several states. William is also a licensed insurance agent. William specializes in financial planning, portfolio management for individuals, and selection of other advisors.

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ADVISOR BIO

William Joseph Michetti is a financial advisor who has been working in the industry since 1991. William has a broad range of experience with different types of clients, from individual investors to corporations and institutions. William currently works at Wells Fargo Clearing Services, LLC and has previously worked at First Union Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc.

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ADVISOR BIO

William Vail Phelps is a registered representative with Wells Fargo Clearing Services, LLC. William has been in the industry since September 10, 2006. William has a Series 63 license, a Series 65 license, a Series 7 license, a Series 31 license, and a SIE license. William is registered in Pennsylvania, New Jersey, Massachusetts, District of Columbia, and North Carolina. William was previously registered with Ameriprise Financial Services, LLC and Ameriprise Advisor Services, Inc. William specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

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ADVISOR BIO

William Schultz is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial services industry for over 23 years. He specializes in providing financial planning and investment advice to individuals, families, and businesses. William is a Certified Financial Planner® professional.

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ADVISOR BIO

William Edward Salem is a financial advisor with over 38 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. in New Kensington, Pennsylvania. Previously, William was registered with SAGEPOINT FINANCIAL, INC. in New Kensington, Pennsylvania. William is a Certified Financial Planner (CFP®) and holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination (SIE). William offers financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

William Hunter Coghlan is a financial advisor registered with LPL Financial LLC and Stratos Wealth Partners, Ltd. William has been in the industry since December 6, 2021. William is registered in Pennsylvania and Texas as an investment advisor representative and is also a registered representative with FINRA. William holds the Series 66, Series 7TO, and SIE licenses. William has a Bachelor of Arts degree in Business Administration and Management from Robert Morris University. William provides investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm.

SPECIALIZATIONS