ADVISOR BIO

William Lacy is a financial professional with experience in the securities industry since 2008. William is currently registered with MML Investors Services, LLC in Virginia and Texas. William previously held positions at MSI Financial Services, Inc. and New England Securities. William holds Series 6, 7, 63, and 65 securities licenses. William is a member of the Board of Zoning Appeals for Goochland County, Virginia. William is also a partner in a self-storage facility and is an owner/operator of a fixed insurance business. William is committed to providing financial advice and services to individuals and businesses.

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ADVISOR BIO

William Monroe Armes is a financial advisor with over 20 years of experience in the industry. He holds a Series 7, Series 63, and Series 65 license and is a Chartered Financial Analyst. William is currently registered with Agincourt Capital Management, LLC in Richmond, Virginia. William's previous employment includes Salomon Brothers Inc. in New York, NY. William specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

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ADVISOR BIO

William Callahan is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. William Callahan's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He is also a Certified Financial Planner and holds licenses to practice in Virginia, North Carolina, Texas, Maryland and Colorado. William Callahan previously worked for firms including Fulcrum Securities, LLC, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Morgan Stanley DW Inc.

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William Charles Morrison is a financial advisor in Williamsburg, VA. William has been in the financial industry since 1989. William has a license to act as an investment advisor representative and is registered in 14 states. William is currently employed by LPL Financial LLC in Williamsburg, VA. William previously worked for several other financial firms, including VOYA Financial Advisors, INC., SECURIAN FINANCIAL SERVICES, INC., WS GRIFFITH SECURITIES, INC., INTERSECURITIES, INC., BMA FINANCIAL SERVICES, INC., INDEPENDENT FINANCIAL SECURITIES, INC., CRESTAR SECURITIES CORPORATION, WALNUT STREET SECURITIES, INC., and WHEAT, FIRST SECURITIES, INC.. William has obtained a SIE, Series 6, Series 7, and Series 63 licenses. William is also a Chartered Financial Consultant.

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ADVISOR BIO

William Joseph Hannan is a financial advisor with over 38 years of experience in the industry. William has been with Ameriprise Financial Services, LLC since August of 2020. Prior to that, William worked with Raymond James Financial Services, Inc., Investment Professionals, Inc., and Lincoln Financial Advisors Corporation, among others. William is registered with FINRA and holds Series 6, 7, 63, and 65 licenses. William is a registered investment advisor in Florida, Georgia, New York, North Carolina, Ohio, Tennessee, Texas, Virginia, and West Virginia. William specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and asset allocation services.

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William Bellamy is an investment advisor representative registered with Thompson Siegel & Walmsley LLC in Richmond, Virginia. William has been working in the industry since 1988 and holds the Series 7 and Series 63 securities licenses. William specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. William is a CFA charterholder.

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ADVISOR BIO

William Paul Comer is a financial advisor registered with LPL Financial LLC and has been in the industry since July 22, 1991. William Comer provides financial planning, portfolio management for individuals and businesses and is also registered as an investment advisor. William Comer is licensed to provide financial services in Virginia and South Carolina. William Comer previously held positions at Infinex Investments, Inc., BB&T Investment Services, Inc., Wachovia Securities, LLC, Wachovia Securities, Inc., and Wheat, First Securities, Inc.. William Comer also has experience with BB&T Bank, BBTIS, EVB/SONA Bank, and Virginia Asset Group.

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ADVISOR BIO

William Walter Korby is a financial advisor with Ameriprise Financial Services, LLC. William has been a financial advisor for over 30 years, with experience working for firms such as Locust Street Securities, Inc., Morgan Stanley DW Inc., and Waddell & Reed, Inc. William has a broad range of experience and licenses, having earned his Series 7, 6, 31, 63, and 66 licenses, as well as the SIE. William is registered to provide financial advice in several states, including Virginia, California, Colorado, Connecticut, Delaware, District of Columbia, Illinois, Indiana, Maryland, New York, North Carolina, Ohio, and West Virginia.

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William Lawrence Keeth is a financial advisor with Morgan Stanley. William has been in the financial services industry since June 19, 1982. William has been registered with Morgan Stanley since June 1, 2009. William has experience with various financial products and services. He is licensed to sell securities in many states including Virginia, Texas, California, and Florida.

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ADVISOR BIO

William Dudley is a financial advisor with over 20 years of experience. William is currently registered with MML Investors Services, LLC. William holds Series 6, 7, 24, 63 and 65 licenses, as well as the SIE exam. William also holds the Certified Financial Planner designation. William has been with MML Investors Services, LLC since 2022. Previously William has worked with Park Avenue Securities LLC and Northwestern Mutual Investment Services, LLC.

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