ADVISOR BIO

Robert Tipping Campbell is an investment advisor representative registered with LPL Financial LLC. Robert has been in the financial services industry since May 24, 2001 and has experience working with both individual and business clients. Robert is also registered to provide investment advisory services in Arizona, Louisiana and Texas.

SPECIALIZATIONS

ADVISOR BIO

Robert Anthony Casillas is a financial professional with over 30 years of experience in the securities industry. Robert Casillas is currently a registered representative with Stifel, Nicolaus & Company, Inc., a firm with a strong reputation in the financial services industry. Robert Casillas has held previous positions with Stone & Youngberg LLC, Peacock, Hislop, Staley & Given, Inc., and Young, Smith & Peacock, Inc. This extensive background provides Robert Casillas with a deep understanding of the financial markets and a commitment to serving clients.

SPECIALIZATIONS

ADVISOR BIO

Robert Olson is a financial advisor with over 20 years of experience in the industry. Robert has a strong background in providing investment advisory and financial planning services to individuals, families, and businesses. Robert is a Certified Financial Planner and holds a variety of licenses and registrations. Robert currently works with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Robert has previous experience working with M HOLDINGS SECURITIES, INC., NYLIFE SECURITIES LLC, and TRANSAMERICA FINANCIAL RESOURCES, INC.

SPECIALIZATIONS

ADVISOR BIO

Robert Charles Naber is an investment advisor representative with Managed Asset Portfolios, LLC. Robert has been in the industry since 1992, starting with H&R Block Financial Advisors, Inc. He has been with Managed Asset Portfolios, LLC since 2009. Robert is registered with the state of Arizona and holds Series 7, 8, 24, 63 and 65 licenses. He specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Robert has experience working with high-net-worth individuals, trusts, and offshore vehicles.

SPECIALIZATIONS

ADVISOR BIO

Robert Jude Boschee is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, insurance companies, and charitable organizations. Robert holds a Series 66, Series 7, and SIE license. Robert offers a range of services to clients, including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Robert R. Merfeld is a financial advisor with Schwab Wealth Advisory, Inc. Robert has been in the financial industry since October 5, 2000. He holds Series 63, 66, and 7 licenses, as well as the SIE. Robert has been registered with Schwab Wealth Advisory, Inc. since March 2022. Robert's primary office is located in Phoenix, AZ. Robert provides financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

ADVISOR BIO

Robert Fitzpatrick is an investment advisor representative with Edelman Financial Engines. Robert has been in the industry since 2004. Robert holds Series 6, 7, 63, and 65 licenses. Robert has been registered in Arizona and Texas. Before Edelman Financial Engines, Robert was with Vanguard Marketing Corporation, LPL Financial LLC, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, USAA Financial Advisors, Inc., and USAA Investment Management Company.

SPECIALIZATIONS

ADVISOR BIO

Robert J. Schweitzer is a financial professional with experience in the financial services industry. Robert is currently registered with Transamerica Retirement Advisors, LLC, which is a Registered Investment Advisor. Robert is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA), and is licensed to provide investment advice in all states and territories. Robert's professional experience includes a previous role with Fidelity Brokerage Services LLC.

SPECIALIZATIONS

ADVISOR BIO

Robert Volk is a financial advisor registered with Schwab Wealth Advisory, Inc. in Phoenix, Arizona. Robert has been in the financial industry for over 25 years and has extensive experience providing investment advice to individuals and businesses. Robert is a Certified Financial Planner and holds Series 7, 9, 10, 63, and 66 licenses. Robert Volk is committed to providing clients with personalized financial planning and investment management services.

SPECIALIZATIONS

ADVISOR BIO

Robert Eugene Cates is a financial advisor at Lincoln Investment and Capital Analysts. Robert has been in the industry since 1991. Robert is licensed to provide financial advice in Arizona, California, Nevada and Tennessee.

SPECIALIZATIONS