ADVISOR BIO

William Kletzien is a financial advisor who has been active in the industry since 1983. William Kletzien is registered as a broker and investment advisor in multiple states. William Kletzien is currently affiliated with Robert W. Baird & Co. Inc. and has worked for the firm previously as well. William Kletzien's practice focuses on providing investment advice to individuals, businesses, high-net-worth individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

William George Jundanian is an investment advisor representative at Masterworks Advisers, LLC. William has been working in the financial industry since 2016, and has been associated with Masterworks Advisers, LLC since June 2023. William is licensed in New York and Texas. William holds a Series 66, Series 7TO, and SIE licenses. William previously worked at Arete Wealth Management, LLC.

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ADVISOR BIO

William Moening is a financial advisor with RBC Capital Markets, LLC. William has been in the financial industry since July 1998. Prior to joining RBC Capital Markets, LLC, William worked at Wells Fargo Clearing Services, LLC and Banc of America Investment Services, Inc. William holds Series 6, 7, 24, 26 and 66 licenses as well as the SIE. William is also a Certified Financial Planner. William specializes in providing financial planning, portfolio management for individuals and businesses, and service public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

William Ernest Pickens is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered as an Investment Advisor Representative with Gerber/taylor Management LLC in Memphis, TN. William has previously held positions at FIDUCIARY SECURITIES CORP., TOTAL RESOURCES, INC., FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED, and E. F. HUTTON & COMPANY INC. William is a Series 3, 4, 7, 24, 63, and 65 licensed professional. William specializes in providing financial advice and portfolio management services to corporations, high net worth individuals, charitable organizations, and pooled investment vehicles. William has worked with Gerber/taylor Associates LLC since 1990 and continues to work with Gerber/taylor Management LLC.

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ADVISOR BIO

William Justin McCarthy is a registered investment advisor representative with Fisher Investments. William has been in the industry since 2001 and holds the Series 7, Series 63 and Series 66 securities licenses. William has experience at firms such as Fidelity Brokerage Services LLC, Academy Securities, Inc., and Davenport & Company LLC. William is registered to provide investment advice in Texas and Virginia.

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ADVISOR BIO

William Charles Tilghman is a financial advisor at Markin Asset Management, LP, based in Rye, New York. William Tilghman has been in the industry since 2015. William Charles Tilghman is registered in Maryland and has been licensed since 2021.

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ADVISOR BIO

William Nail is an investment advisor representative at Lido Advisors, LLC. William has been in the industry since August 2023. William is registered with the state of California and holds the Series 65 license. Prior to joining Lido Advisors, William worked at First Republic Bank in Newport Beach, CA.

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ADVISOR BIO

William Walton Brown is a financial advisor with over 50 years of experience in the industry. William is currently registered with RBC Capital Markets, LLC and has been with the firm since June 2014. Prior to RBC Capital Markets, LLC, William worked at J.P. MORGAN SECURITIES LLC for over 25 years. William has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice and investment management services. William holds a Series 7TO, SIE, PC, Series 5, and Series 1 license. William specializes in providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. William has a strong track record of success and is dedicated to helping his clients achieve their financial goals.

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ADVISOR BIO

William Reif is a registered investment advisor representative with Oppenheimer & Co. Inc. William Reif has been active in the financial services industry for 2 years and is registered with the State of New York. William Reif has a Series 7, Series 57TO, Series 66 and SIE license and provides financial planning and portfolio management services to individuals, businesses, pension and profit sharing plans and other entities.

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ADVISOR BIO

William C. Beard is a registered Investment Advisor Representative with Wealthharbor Capital Group, LLC, located in Ocean Springs, MS. William has been in the industry for over 20 years. William has previously held positions with FSC Securities Corporation, Pan-American Financial Advisers, ING Financial Partners, Inc., Locust Street Securities, Inc., and Park Avenue Securities LLC. William holds Series 7 and Series 66 licenses. William specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and retirement plans.

SPECIALIZATIONS