ADVISOR BIO

William Hopke is an investment advisor representative at Ballardsville Investment Advisors. William has been in the industry for over 20 years and has a Series 7 and a Series 65. William has experience working at BCG Investment Resources, Inc. and Harvest Financial Group, LLC. The firm offers services like portfolio management for individuals and educational seminars.

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ADVISOR BIO

William Korn is a financial advisor with over 40 years of experience in the industry. William is registered with Capitol Securities Management, Inc. and has held registrations with several other firms throughout his career. William holds a Series 7, 24, 39, and 63 licenses and a Series 65 and SIE exam designation. William is a Certified Financial Planner and offers a wide range of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. William has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice.

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ADVISOR BIO

William Herman Fisher is a financial professional with over 20 years of experience in the financial services industry. William is currently registered with PFS Investments Inc. in RICHMOND, VA. William has a Series 6 and a Series 63 license, along with the SIE exam. William specializes in investment company products and variable contracts.

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ADVISOR BIO

William Rader Dod is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. in Glen Allen, Virginia. William Dod has been in the industry since 2024. William Dod has earned the Series 66, Series 7TO, and the SIE licenses. William Dod has experience with both individual and institutional investors, working with TAG Advisors, CIRA and TAG Wealth. William Dod's primary focus is on financial planning, and portfolio management for individuals and businesses.

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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 Robert Hassett is a financial advisor with over 30 years of experience in the industry. William is currently registered with Morgan Stanley in Richmond, VA. William has previously been registered with CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William holds licenses for both securities and investment advising.

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ADVISOR BIO

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 Saville is a financial advisor with Saville & Associates, Inc., based in Lynchburg, Virginia. William has been in the industry since October 1992 and is registered with the state of Virginia. William has passed the Uniform Investment Adviser Law Examination, also known as the Series 65 exam, and has a focus on portfolio management for individuals. William is also the Chairman and CEO of Heritage Funeral Services in Lynchburg. William's firm manages approximately $3,481,364 in assets for eight clients, primarily individuals and charitable organizations.

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ADVISOR BIO

William Holmes Stewart is a financial advisor with over 35 years of experience in the industry. William has a strong track record of success in providing comprehensive financial advice to individuals and families. William is currently registered with Capitol Securities Management, Inc. and is licensed to offer investment advice in 20 states. Before joining Capitol Securities Management, Inc. William was with Wood (Arthur W.) Company, Inc. and Janney Montgomery Scott LLC. William is committed to providing personalized financial guidance that helps clients achieve their financial goals. William is also committed to providing excellent customer service and building strong relationships with clients.

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ADVISOR BIO

William Franklin Moore is an investment advisor representative with Mos Capital, Inc., a firm headquartered in Ponte Vedra Beach, Florida. William is registered in Florida and Texas, and has been in the industry for over 30 years. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. William specializes in working with high-net-worth individuals and corporations.

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