ADVISOR BIO

William Vogel is a financial advisor at Montag & Caldwell, LLC, with over 30 years of experience. William is a Registered Investment Advisor in Georgia and Texas. William holds a Series 65 license and is a Chartered Financial Analyst and Chartered Investment Counselor. William is actively involved in various investment committees including the United Methodist Higher Education Foundation, United Methodist General Council on Finance and Administration, Georgia United Methodist Foundation and the Vogel Family Foundation. William is also a 20% owner of European Coffeehouses Worldwide and a member of the Investra Investment Club. William has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit sharing plans, and pooled investment vehicles.

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ADVISOR BIO

William Humber is a registered representative with Stifel, Nicolaus & Company, Inc., with offices in Tuscaloosa, AL. William has been in the securities industry since March 2010, with prior experience at Merrill Lynch. William has a Series 7, Series 66 and SIE. William has registrations in 10 states for securities and investment advisory services. William's firm, Stifel, Nicolaus & Company, Inc., manages over $149 billion in assets.

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ADVISOR BIO

William Russell Liber is a registered representative of Stifel, Nicolaus & Company, Inc. with over 50 years of experience in the financial services industry. William is registered to provide securities and investment advisory services to individuals, businesses, and institutions in several states.

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ADVISOR BIO

William Patrick Akins is a financial advisor registered with Moneta Group Investment Advisors, LLC and has been working in the financial industry since December 2003. William is based in ST. LOUIS, MO. William is a Certified Financial Planner and holds Series 7, 63 and 65 licenses. William has previously worked at KEEFE, BRUYETTE & WOODS, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, and FTN FINANCIAL SECURITIES CORP. William specializes in providing financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.

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ADVISOR BIO

William Perrin Van allen is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since 2010. William Perrin Van allen has Series 63, Series 24, SIE and Series 79 licenses. William Perrin Van allen was previously registered with CITIGROUP GLOBAL MARKETS INC.. William Perrin Van allen is registered in New York and Texas. William Perrin Van allen specializes in investment banking, fixed income securities, mutual funds, options, and retirement planning.

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ADVISOR BIO

William Albert Ackman is an investment advisor representative with Pershing Square Capital Management, LP and Pershing Square GP, LLC. William has been registered with the Securities and Exchange Commission since April 14, 2008. William is licensed to provide investment advisory services in Texas. William has passed the Series 3 exam. William has a long history of working in the financial industry, having worked with Pershing Square Capital Management, LP since January 2004, Pershing Square Holdings, GP, LLC since February 2005, and Pershing Square GP, LLC since January 2004. William has a specialization in portfolio management for pooled investment vehicles.

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ADVISOR BIO

William Eldon Culver is a financial advisor with Stifel, Nicolaus & Company, Inc.. William has over 2 years of experience in the financial services industry and holds a Series 7TO, SIE, Series 63 and Series 65 licenses. William is registered to provide investment advice in Ohio and Texas.

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ADVISOR BIO

William Andrew Haddock is an Investment Advisor Representative registered with Beacon Pointe Advisors, LLC. William is based out of the firm's Newport Beach, CA office. William has been in the industry for over 10 years and holds the Series 65 license. Prior to joining Beacon Pointe Advisors, LLC, William was a partner at DMJ & Co., PLLC. William has experience in providing financial planning, portfolio management and consulting services to individuals, businesses, and institutions. William is committed to helping clients achieve their financial goals.

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ADVISOR BIO

William Mattson is an Investment Advisor Representative with Iconiq Capital, LLC. William's primary office is located in San Francisco, CA. William holds a Series 65 license and is registered with the state of California. William is currently working towards becoming an Investment Advisor Representative (IAR) in California. William's experience includes roles at Advisr, Inc., Rye Country Day School, Dartmouth College and ICONIQ Capital. William has expertise in portfolio management for private foundations, individuals, and pooled investment vehicles.

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ADVISOR BIO

William Damora is an investment advisor representative at Onedigital Investment Advisors. William has been in the financial services industry since 1975. William is registered with the state of Massachusetts and New Jersey. William is a Certified Financial Planner and a Chartered Financial Consultant. William has experience with clients including individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, banking or thrift institutions, and pooled investment vehicles.

SPECIALIZATIONS