ADVISOR BIO

William George Godfrey is an investment advisor representative at Oppenheimer & Co. Inc. in WASHINGTON, DC. He has been in the industry since January 14, 2019. Before joining Oppenheimer, Godfrey was with WELLS FARGO CLEARING SERVICES, LLC in CHARLOTTE, NC. Godfrey holds FINRA Series 7, 66, and SIE licenses. He is registered in Alabama, District of Columbia, Florida, Maryland, Missouri, Vermont, and Virginia.

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ADVISOR BIO

William Curtis Casey is an investment advisor representative registered with First Trust Advisors LP. William is a registered representative with Series 7 and Series 66 licenses. William has been active in the securities industry since 2010. Previously, William was associated with Morgan Stanley Smith Barney. William's specializations include providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

William Dose is an investment advisor representative with Fisher Investments. William has been working in the financial services industry for 7 years and has a Series 6 and Series 63 licenses. William has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William is passionate about helping his clients reach their financial goals.

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ADVISOR BIO

William Norman is a financial advisor with D.a. Davidson & Co., based in Denver, CO. He is licensed in Colorado, Montana, and Utah. William has experience in a wide range of financial services, including financial planning, pension consulting, and portfolio management for both businesses and individuals.

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ADVISOR BIO

William Lefler is a financial advisor with over 25 years of experience in the industry. William currently works at Principal Asset Management and has previously held positions at Principal Securities, Inc. and Princor Financial Services Corporation. William is licensed to provide financial services in Iowa, North Carolina and other states. William's areas of expertise include investment advice, portfolio management and educational seminars. William's expertise is focused on serving the needs of individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans and insurance companies. William also provides financial advice to state or municipal government entities. William and his team work hard to create and implement comprehensive financial plans for their clients.

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ADVISOR BIO

William Anthony Levant is a Registered Investment Advisor representative of Arlington Partners LLC and is based in Birmingham, Alabama. William Levant is registered to provide investment advice in Alabama. William Levant is also a Chartered Financial Analyst. William Levant's firm, Arlington Partners LLC, is a Registered Investment Advisor that provides investment advice to pooled investment vehicles and selects other advisers for their clients.

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ADVISOR BIO

William R. Greenwald is a registered representative with Stifel, Nicolaus & Company, Inc. William R. Greenwald has been in the securities industry since November 24, 2008. William R. Greenwald holds the following licenses and certifications: Series 7, Series 24, Series 63, Series 99TO, and SIE. William R. Greenwald is registered with the state of Illinois and Missouri.

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ADVISOR BIO

William Joseph Moreth is an active investment advisor with RBC Capital Markets, LLC, and has over 27 years of experience in the industry. William holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. William has previously worked at STIFEL, NICOLAUS & COMPANY, INCORPORATED, RYAN BECK & CO., GRUNTAL & CO., L.L.C., PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. William currently specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and service for public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

William Harold Bolen is a Certified Financial Planner™ and an Investment Advisor Representative at Homrich Berg. William Harold Bolen has been working in the financial services industry since October 2009. William Harold Bolen is registered in Georgia and Texas.

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ADVISOR BIO

William Anthony Adams is an Investment Advisor Representative associated with Fisher Investments and has been in the industry since August 2020. William Anthony Adams is registered to provide investment advisory services in Texas. William Anthony Adams has passed the Series 65 Uniform Investment Adviser Law Examination. William Anthony Adams is currently registered with Fisher Investments in Plano, Texas.

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