Sunny Erdman

Stephen Perl, CIMA®

Calamos Wealth Management

Ryan Mitchell, CAIA

Mitchell Financial Management, LLC

Kristin Gregory

BNY Wealth

David Baer, ChFC®, CLU®, CDFA®, CTFA, CMFA®

United Community

Pete Pittman, CFP®

Aspen Leaf Wealth Management

Joshua S. Miller, J.D., CFP®, AEP®, TEP

Minot's Light Management, Inc.

Michael R. Hindman, MBA

Mike Hindman Wealth Advisors

Bobby Schuckmann, CFP®, CPWA®

University of Cincinnati Carl H. Lindner College of Business

Randy Kaufman

Wealthspire Advisors

Fred Hamsayeh, CFP®, ChFC®, AIF®, MBA

World Investment Advisors (formerly Pensionmark)

Rob Park

David Chan

BISA

Jeffrey G. Kitzberger, CFP®

Olympus Private Wealth Advisors, LLC

James O'Leary, CFA

Henry James International Management

Matthew Santangelo, TEP

Lorenz Private Trustees of New Hampshire

Nancy E. Anderson J.D., CTFA, CAP, AEP®

Wells Fargo

Michael J. Hernandez

D.H. Hill Wealth Management

William Jarry, CFP®, CEPA®, CMAA®,CDFA®

Hello, I’m Bill Jarry, a wealth advisor with a diverse background in a wide range of financial services such as exit planning, wealth forecasting, and strategic positioning. My vast experience in investment banking has given me firsthand expertise in pre and post transaction planning for business owners. Working deeply with high-net-worth individuals, families, and institutions, I have the knowledge, connections, and compassion necessary to address a host of unique financial complexities to help clients achieve their goals. At HSP, I drive growth by capitalizing on my extensive experience and dedication to clients. I focus on identifying key market trends and financial data to construct solid investment strategies, but it is the difference that my role plays in the lives of my clients that motivates me to always do more. Education has always been the launchpad for my career journey. I hold an MBA in Finance and Strategy from Boston College and have multiple certifications, including CFP®, CEPA®, CM&AA® and CDFA®. These rigorous credentials enable me to provide a comprehensive and holistic approach to clients' financial needs. I am also an active participant in various community and industry organizations. I believe in the importance of giving back and utilizing my skills to make a positive impact. <br><br>On a personal note, I am also an accomplished musician. As drummer and founder of The Up and Covers, music has given me a creative outlet and opportunities to perform at numerous charity events. I have been drumming live for over 30 years and now enjoy jamming with my daughters, talented musicians themselves. Feel free to reach out to discuss potential collaborations, investment opportunities, or even music.<br><br>This information is intended for use by residents of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, and WY only.<br>/*********/<br>Investment and Insurance Products are:<br>* Not Insured by the FDIC or Any Federal Government Agency<br>* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate<br>* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested<br><br>Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. <br><br>Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Trey Titcomb - MBA

J.P. Morgan Private Bank

Chuck Bautista, CFP®, ChFC®

EP Wealth Advisors