ADVISOR BIO

William Christopher Chaney is a financial advisor with over 20 years of experience in the financial services industry. He currently works with Kovitz Investment Group Partners, LLC. William has a strong track record of success in providing financial advice to individuals, families, and institutions. He is committed to helping clients achieve their financial goals through a personalized approach. William is a registered Investment Advisor Representative in Florida, Pennsylvania, and Texas.

SPECIALIZATIONS

ADVISOR BIO

William Bates is an investment advisor representative associated with Principal Securities, Inc. and has been in the industry since September 5, 1975. William holds Series 63, 65, 22TO, 6TO, SIE, and 1 licenses. He is registered to conduct business in 31 states and 2 of those states for investment advisor business. William also holds the designation Chartered Financial Consultant. His current position is at Principal Securities, Inc. based in PITTSBURGH, PA.

SPECIALIZATIONS

ADVISOR BIO

William Kinmonth is an experienced financial advisor with over 25 years in the industry. William is a Certified Financial Planner and Chartered Financial Consultant, and is currently registered with Newedge Advisors. William offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

William Stunkel is an Investment Advisor Representative with Belpointe Asset Management LLC. William has been in the industry since November 2010. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. William also provides selection of other advisors services. William is registered with the state of Pennsylvania and has his office in Pittsburgh. William's office is located at 903 Western Anvenue. William also owns Stunkel Tax & Accounting which provides tax return and accounting services.

SPECIALIZATIONS

ADVISOR BIO

William Patrick Howley is a financial advisor with Equitable Advisors, LLC, having joined the firm in June 2018. William Patrick Howley is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in Florida, Georgia, Massachusetts, Pennsylvania, Vermont, and Wisconsin. William Patrick Howley has over 5 years of experience in the financial services industry.

SPECIALIZATIONS

ADVISOR BIO

William J Nichols is an investment advisor representative who has been working in the industry since 2006. William Nichols is currently registered with Bill FEW Associates, Inc. and previously worked at BILL FEW SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William Nichols is licensed to provide investment advice in Pennsylvania and Texas. William Nichols has passed the Series 66, Series 7TO, SIE and Series 7 exams. William Nichols has a Certified Financial Planner designation. William Nichols is affiliated with Bill Few Associates, Inc. which provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

William Laird is a financial advisor with over 20 years of experience in the industry. He is currently registered with Eagle Strategies LLC, which is located in Pittsburgh, Pennsylvania, and provides investment advice to individual and institutional clients. William Laird has a variety of licenses and designations, including a Series 65 and a Series 63. He is also a Certified Financial Planner. William Laird has experience working with individual investors, business owners, and charitable organizations. His areas of expertise include financial planning, investment management, and retirement planning. William Laird is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

William Burnette is an Investment Advisor Representative with Mariner Wealth. William has been working in the financial industry for over 30 years and has experience with various financial products and services. William is a licensed investment advisor in Pennsylvania. He has extensive experience in advising high-net-worth individuals, corporations, and institutions. William is dedicated to providing personalized financial planning and investment management services to help clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

William Ravotti is a financial advisor with over 30 years of experience in the financial services industry. William has been registered with MML Investors Services, LLC since September 2020. Prior to that, William was registered with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. William holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE exam. William is also a Certified Financial Planner. William specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

William Mercer is a financial advisor with over 40 years of experience in the industry. William is currently registered with LPL Financial LLC and has been with the firm since June 2024. William is also registered with the state of Pennsylvania as an Investment Advisor Representative. Prior to joining LPL Financial, William was registered with The O.N. Equity Sales Company from July 1990 to June 2024. William specializes in working with a variety of clients including individuals, families, businesses, and trusts. William is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals.

SPECIALIZATIONS