William Ullman is a financial advisor at Connective Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Water Street Advisors LLC, Berkshire Global Advisors LP, and Right Wall Capital Management LLC. He serves as a board member of Alpha Modus Corp., a data-driven technology company. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis and internal due diligence with a long-term orientation, using ETFs, individual equities, bonds, and alternative investments to construct client portfolios.

Erika Moromisato is a Series 65-licensed financial advisor at Connective Wealth Partners, LLC with one year of industry experience. She has worked at Connective Wealth Partners since 2025 and concurrently at FG Advisory Services, LLC since 2024. Prior to her advisory roles, she held positions at The Financial Gym, Europerfumes, and Risk Placement Services, Inc. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and internal due diligence with a long-term investment approach, constructing client portfolios using ETFs, equities, bonds, and alternative investments.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with one year of industry experience. He previously worked at The Financial Gym for five years and has held roles at FG Advisory Services, LLC, 5.11 Tactical, and South Coast Community Services. Faulconer is dually registered with Connective Wealth Partners and FG Advisory Services during a transitional period. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach and operates multiple offices with a team of ten advisors.