ADVISOR BIO

William James Lawfield is a financial advisor with LPL Financial LLC and has been in the industry since January 2009. William holds both a Series 6 and a Series 63 license. William has previously worked at Signator Investors, Inc. and Waddell & Reed, Inc. William currently serves clients in Roanoke, Virginia.

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ADVISOR BIO

William Albert is a financial advisor with PNC Investments, a firm with a long history of providing financial services to individuals and institutions. William has a proven track record in the industry and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

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 Carlton Shepherd is a registered investment advisor with Choreo, LLC, based in Richmond, Virginia. William has been in the industry since 2013 and is currently registered with the state of Virginia. William has a Series 65 license and has experience working with various client types, including individuals, corporations, insurance companies, charitable organizations, and pension plans. William provides advisory services including investment review and reporting of non-managed assets and retirement plan services to plans, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. William is also a part of the Choreo, LLC team in Rockford, Illinois.

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ADVISOR BIO

William Ryan Ostrander is a registered investment advisor representative for State Farm Investment Management Corp. William Ryan Ostrander is licensed in Virginia with a Series 63 and Series 6TO license. William Ryan Ostrander has been working in the financial industry since 2017 and has been an investment advisor representative since 2023. William Ryan Ostrander holds the Chartered Financial Consultant designation and has experience providing financial advice to individuals and investment companies. William Ryan Ostrander is currently associated with State Farm Investment Management Corp. and is located in Verona, Virginia.

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ADVISOR BIO

William Brinkley is a financial advisor with over five years of experience in the industry. William is currently registered with RBC Capital Markets, LLC and is licensed to provide investment advice in Texas and Virginia. William has previously been registered with Truist Investment Services, Inc. and BB&T Securities, LLC. William holds a Series 7, Series 66, and SIE license. William is also a Certified Financial Planner.

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ADVISOR BIO

William Barber is a financial professional with over a decade of experience in the financial services industry. William has held previous roles at Pruco Securities, LLC, and is currently registered with LPL Financial LLC. William is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. William holds the Series 6, Series 7TO and Series 63 licenses and the SIE exam.

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ADVISOR BIO

William Dubow is a financial advisor registered with Florida Financial Advisors, LLC and is based in Vienna, Virginia. William Dubow is also registered with the state of Virginia and Florida. William Dubow has a Series 63, Series 65, Series 6TO and a SIE license. William Dubow has been in the industry for 28 days. William Dubow has experience with working with high-net-worth individuals and individuals other than high-net-worth. William Dubow is also associated with Florida Financial Insurance (DBA Tristate Financial Advisors) and Trinity Wealth Securities, LLC.

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ADVISOR BIO

William Breen is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. William has been in the industry since 2018. William's current registration with Merrill Lynch, Pierce, Fenner & Smith Inc. is active. William also previously held registrations with PROFUNDS DISTRIBUTORS, INC., JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC, and MORGAN STANLEY. William is registered as a broker in the state of Virginia and as an investment advisor representative in the state of Texas. William has passed the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Uniform Combined State Law Examination. William is a member of the Georgetown Graduate Investment Fund, a student investment club, where William acts as a Sector Head for Utilities. William's primary role is to contribute to the fund's quarterly reports by tracking the performance of the utilities sector.

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ADVISOR BIO

William Johns is a financial advisor with Truist Advisory Services, Inc. in Virginia Beach, VA. William has been in the financial industry since 1999 and has experience in a variety of investment areas. William is licensed to provide investment advice and services in several states. William is a Series 65 and 63 licensed advisor and holds the SIE, Series 31, and Series 7 licenses. William works with a variety of clients, including individuals, corporations, and charitable organizations.

SPECIALIZATIONS