ADVISOR BIO

Bill John Callis is a financial advisor with over 30 years of experience in the financial services industry. Bill is registered with Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in multiple states. Bill specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. He is also a registered agent for non-variable life insurance through Advanced Planning Group/APG Wealth Management. Bill's background includes experience with a variety of firms including Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. Bill is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals.

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ADVISOR BIO

Billy Floyd Sims is an active investment advisor representative with ISC Advisors, Inc. Billy has over 30 years of experience in the financial industry. Billy Sims is a Registered Representative with FINRA, and holds Series 7, 22, 24, 28, 52, 53, 63 and 65 licenses. Billy's prior experience includes roles at Brazos Securities, Inc., T.L. Group, Inc., D. H. Miller Investments, Inc., Home Shopping Club Securities, Inc., H.D. Vest Investment Securities, Inc., and Zane May Securities Inc. Billy is a Registered Investment Advisor in Texas and in other states including Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, North Carolina, Ohio, Oklahoma, and Washington. Billy works with individuals, high-net-worth individuals, corporations, charitable organizations, trusts, partnerships, and pension and profit-sharing plans. Billy's investment services include portfolio management, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Bin Nguyen is a financial advisor in the Dallas, TX area. Bin has been working in the financial industry for over 20 years. Bin holds the Series 66 and Series 7 licenses and is a CERTIFIED FINANCIAL PLANNER™. Bin has been with J.P. Morgan Securities LLC since 2009. Prior to that, Bin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.

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ADVISOR BIO

Blake Cecil is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Blake has been in the industry since 1997 and is registered in multiple states. Blake is also a licensed investment advisor representative and has a Series 7, Series 66 and SIE exam licenses. Blake specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Blake Fisher is a financial advisor with over seven years of experience in the industry. Blake is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Blake is currently registered with J.p. Morgan Securities LLC in Texas, having previously been with Fidelity Brokerage Services LLC. Blake's current specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisers.

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Blake Paul is a registered representative with UBS Financial Services Inc., where has been employed since May 2009. Blake is licensed to sell securities in 23 states, including Texas, and has a strong record of success in helping clients achieve their financial goals. Blake is dedicated to providing personalized financial advice and services to clients, with a focus on meeting individual needs. Blake has a broad range of experience in the financial services industry, including expertise in financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Bobby Lee Hashaway is a financial professional with over 13 years of experience in the industry. Bobby has a Series 7, Series 24, Series 66, and Series 79 license and has been registered with Commerce Street Investment Management since 2012. Bobby specializes in providing financial planning and investment management services for individuals, corporations, and pooled investment vehicles. Bobby also provides pension consulting services.

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ADVISOR BIO

Bobby Joe Boyd is an investment advisor representative with Prospera Financial Services, Inc. Bobby Joe has been in the industry since September 25, 1992 and has worked with Wells Fargo Investments, LLC and Morgan Stanley DW Inc. in the past. Bobby Joe Boyd is registered in Arizona, California, Colorado, Kansas, New Mexico, Oklahoma, and Texas.

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ADVISOR BIO

Bojan Savanovic is a financial professional who has been in the industry since January 2023. He currently works at J.P. Morgan Securities LLC in Dallas, TX. Prior to this, Bojan Savanovic was at HSBC Securities (USA) Inc. in Houston, TX. Bojan Savanovic is licensed to offer financial advice and products in all 50 states.

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ADVISOR BIO

Bonnie Robinson is a financial advisor with Avantax Advisory Services, offering financial and investment advice, wealth management, tax preparation, and business accounting services. Bonnie has been in the financial industry since 1998. Prior to joining Avantax Advisory Services, Bonnie was a financial advisor at Financial Network Investment Corporation. She is registered in several states and holds the Series 66, Series 7, and SIE licenses. Bonnie is dedicated to helping clients reach their financial goals.

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