ADVISOR BIO

William Calvin is a registered investment advisor representative with Sage Investment Counsel. William has been in the industry since 1989 and has experience in both investment advisory and brokerage services. William holds a Series 63 and a Series 65 license as well as a Series 7 license. The advisor has been with Sage Investment Counsel since 2010. In addition to his work with Sage Investment Counsel, William is also a co-owner of MABRY-CALVIN, LLC, which provides investment consulting, RIA, and performance measurement services.

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ADVISOR BIO

William Terrance Ryan is a registered investment advisor representative with Bankers Life Advisory Services, Inc. William has been in the industry since 2013 and has a strong background in insurance and investment products. William also has experience as a registered representative for FSC Securities Corporation and First Investors Corporation. He is licensed in Mississippi and Tennessee. William holds Series 6, Series 63, Series 65 and SIE licenses. William specializes in investment consulting services, financial planning, and portfolio management for both individuals and businesses.

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ADVISOR BIO

William Emmett Baucum is a financial advisor who has been working in the industry since 2012. William is registered with LPL Financial LLC and Wealthcare Advisory Partners LLC. William has passed the Series 66, Series 7, and SIE exams. He specializes in financial planning, portfolio management, and other non-discretionary advisory services for individuals and businesses. William is licensed in Michigan, North Carolina, South Carolina, Tennessee, and Texas.

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ADVISOR BIO

William Hodges is a financial advisor with Edward Jones in Rockvale, TN. William has been in the financial industry since December 2008. William is registered with FINRA and the State of Tennessee. William also holds the Series 7, Series 66, and SIE licenses. William is a specialist in financial planning, pension consulting, and selection of other advisors. William has experience working with individuals, businesses, and corporations. William has been with Edward Jones since October 2022.

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ADVISOR BIO

William McLeod is a financial advisor registered with UBS Financial Services Inc. in Nashville, Tennessee. William McLeod is a Series 63, Series 7 and SIE licensed advisor. William McLeod has been in the industry since 2015 and specializes in portfolio management for individuals, businesses, and investment companies, financial planning, pension consulting and publication of periodicals.

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ADVISOR BIO

William Ronald Orndorf is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial industry since November 1996. William is registered to provide investment advice in multiple states including Florida, Tennessee, and Texas. William is also a Certified Financial Planner. William has a history of working with a variety of clients including individuals, businesses, corporations, and retirement plans.

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ADVISOR BIO

William Ernest Pickens is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered as an Investment Advisor Representative with Gerber/taylor Management LLC in Memphis, TN. William has previously held positions at FIDUCIARY SECURITIES CORP., TOTAL RESOURCES, INC., FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED, and E. F. HUTTON & COMPANY INC. William is a Series 3, 4, 7, 24, 63, and 65 licensed professional. William specializes in providing financial advice and portfolio management services to corporations, high net worth individuals, charitable organizations, and pooled investment vehicles. William has worked with Gerber/taylor Associates LLC since 1990 and continues to work with Gerber/taylor Management LLC.

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ADVISOR BIO

William Deupree has been in the financial services industry since 1994. He has a broad range of experience providing financial planning, portfolio management and other investment services. He joined Raymond James & Associates, Inc. in 2013 and provides services to a wide array of clients, including individuals, corporations, and pension plans. William Deupree is active in the Memphis community and holds several leadership roles in local organizations.

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ADVISOR BIO

William Steele Taylor is a registered investment advisor representative with Truist Advisory Services, Inc., and has been in the industry since 1993. William Taylor is registered in 26 states. William Steele Taylor also holds Series 6, 7, 26, 52TO, 53, 63, and 66 licenses. William Taylor has previously worked for Ameristar Capital Markets, Inc. and First Funds, Inc.

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ADVISOR BIO

William Allan Hensley is a financial advisor based in Memphis, Tennessee. He is currently registered with Duncan Williams Asset Management, LLC. He has been in the industry since 2008, with experience at both LPL Financial LLC and Woodbury Financial Services, Inc. William Allan Hensley holds both the Series 6 and Series 63 securities licenses and the Series 65 investment advisor license. He has experience providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. William Allan Hensley also has experience in providing financial planning services.

SPECIALIZATIONS