William Mitton is a financial advisor at Universal Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., Triton Wealth Management, Purshe Kaplan Sterling Investments, Kingsview Asset Management, and Raymond James Financial. He owns WCM William Chad Mitton Financial, a pass-through entity affiliated with Triton Wealth Management. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios and a combination of fundamental analysis with long- and short-term investment strategies. The firm offers access to a broad range of securities and manages assets on a discretionary basis.

Brian Smalley is a financial advisor with Universal Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His prior firms include Triton Wealth Management, Leigh Baldwin & Co., PLLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Raymond James Financial, and Edward Jones. Outside of advisory work, he owns BC Enterprises LLC, a finish carpentry business. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios from unaffiliated managers. The firm’s approach combines fundamental analysis with long- and short-term purchase strategies and executes custody and trading through a recommended qualified custodian.