ADVISOR BIO

William Henry Herrman ii is an Investment Advisor Representative at Cannell & Spears LLC. William is registered with the state of New York. William has over 15 years of experience in the financial services industry. William has been associated with Cannell & Spears LLC since August 2018. Before joining Cannell & Spears LLC, William was employed by SANFORD C. BERNSTEIN & CO., LLC. William holds the following licenses: Series 7, Series 31 and Series 66. William is a registered representative of Cannell & Spears LLC.

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ADVISOR BIO

William Randolph Boyd is a financial advisor with Davenport & Co. LLC. William has been a financial advisor since 1994 and holds licenses in over 40 states. Davenport & Co. LLC is a financial advisory firm that provides a range of services including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm also offers financial planning and pension consulting services. William is committed to providing his clients with the highest level of personalized service and has expertise in a variety of financial products and services.

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ADVISOR BIO

William Ullman is a registered investment advisor representative with Water Street Advisors LLC. William has been working in the financial industry for over 20 years and has a strong background in investment banking and portfolio management. He has a Series 65, Series 63, Series 24, Series 79, and Series 7. William is a member of the Board of Directors of VanEck Associates Corp., Capital Returns, LTD, and FinTech Collective. William's previous employment includes positions at Berkshire Global Advisors LP, Orchard Platform Markets, LLC, Greystone Wealth Advisors, LLC, and Right Wall Capital Mgt. LLC. William provides portfolio management services for individuals and pooled investment vehicles.

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ADVISOR BIO

William Tate Burton is an Investment Advisor Representative with Fisher Investments. William Burton is registered with the state of Florida and Texas and has been in the industry since October 2014. William Burton has passed the Uniform Investment Adviser Law Examination. William Burton specializes in providing portfolio management services to a variety of client types including high-net-worth individuals, corporations, and pooled investment vehicles. William Burton’s current firm, Fisher Investments, has approximately $298 billion in assets under management.

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ADVISOR BIO

William Andrew Martin is a financial advisor with Robert W. Baird & Co. Inc. based in Charlotte, NC. William has over 20 years of experience in the financial services industry, working for various firms including Wachovia Securities, LLC, Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William has passed the Series 7, Series 63, Series 79TO, and SIE exams. William is registered with the state of North Carolina and South Carolina. William's current firm, Robert W. Baird & Co. Inc. is a full-service financial firm with assets under management between $1 billion and $10 billion.

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ADVISOR BIO

William Clayton Hayes is a financial advisor at Vanguard Advisers, Inc. with over 20 years of experience in the industry. William Hayes is a Certified Financial Planner and holds Series 6, 7, and 63 licenses. He also holds the SIE exam. William Hayes's specialties include retirement planning, portfolio management, and investment advice. He serves a variety of clients, including individuals, families, businesses, and non-profit organizations.

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ADVISOR BIO

William Jacob Burke is a registered representative with Stifel, Nicolaus & Company, Inc. William is licensed in Illinois, Missouri, and Texas. William has been in the securities industry for more than 2 years. William holds the Series 66, 10, 9, 7TO, and SIE licenses. William's current employment is with Stifel, Nicolaus & Company, Inc. William is located in St. Louis, MO and Glen Carbon, IL. William has been employed with Stifel, Nicolaus & Company, Inc. since February 2020.

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ADVISOR BIO

William Gillott is a financial advisor with over 15 years of experience in the industry. William is currently registered with Fisher Investments in both Florida and Texas. William is a registered Investment Advisor Representative with the Series 65 license, and he holds the Series 7, Series 6, and SIE licenses. William has also been registered with Franklin/Templeton Distributors, Inc., in the past.

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ADVISOR BIO

William Charles Joas is an active Registered Representative with RBC Capital Markets, LLC. William Joas has been in the industry since 1992 and has a strong track record of success in the financial services industry. William Joas is a Series 7, 24 and 66 licensed professional and has been registered in several states, including Minnesota, Texas, and California. William Joas specializes in providing financial advice to a range of clients, including individuals, families, businesses, and institutions. William Joas is committed to providing his clients with personalized financial advice and investment solutions that meet their unique needs.

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ADVISOR BIO

William Ernest Sizemore is an Investment Advisor Representative with Pinnacle Associates, Ltd. William has been in the financial industry since 1984. William has experience with both individual and institutional clients, providing portfolio management and financial planning services. William has a strong background in investment advisory services and is well-equipped to assist with the financial needs of individuals and families. William is also a registered Investment Advisor Representative in Virginia.

SPECIALIZATIONS