ADVISOR BIO

Richard Haldeman Brennan has been in the financial services industry since 1996. Richard is currently registered with Edward Jones and has been with the firm since 2017. Richard holds a variety of licenses and certifications, including Series 66 and Series 7. Richard has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Richard specializes in providing financial planning, portfolio management, and investment advice.

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ADVISOR BIO

Robbin M. Smith is a financial professional with over 20 years of experience in the industry. Robbin has a strong background in investments and has held various positions at prominent financial institutions, including Chase Investment Services Corp. and BANC ONE Securities Corporation. Currently, Robbin is an investment advisor representative with J.p. Morgan Securities LLC, where Robbin specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Robbin is registered in Arizona and California and holds the Series 6, Series 63, and SIE licenses.

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ADVISOR BIO

Robert Larry Burns is an investment advisor representative with UBS Financial Services Inc. Robert has been in the industry since 1997 and is registered in 20 states as a broker-dealer and investment advisor. Robert has worked for several firms throughout his career, including Ameriprise Financial Services, Inc. and Morgan Stanley DW Inc. Robert has experience in a variety of investment areas including financial planning, portfolio management, and pension consulting. Robert is a member of the Arizona Elks Association and is involved in their efforts to help veterans and children.

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ADVISOR BIO

Robert Lehnhardt is a financial advisor with UBS Financial Services Inc. Robert has been in the financial services industry since November 1995 and holds a Certified Financial Planner designation. Robert has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Robert's current registration includes working in Arizona, Minnesota and Texas. Robert has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Robert Jeffery Edwards is a financial advisor registered with LPL Financial LLC in Tucson, Arizona. Robert has been in the financial services industry since 2002 and holds a Series 6, 7, 26, 63, and 65. He has also obtained the SIE exam. Robert has experience working with PLANMEMBER SECURITIES CORPORATION and New England Securities. In addition to his current role with LPL Financial LLC, Robert is also affiliated with Next Step Wealth Strategies and One2One Wealth Strategies.

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ADVISOR BIO

Robert McLaughlin is a financial advisor with Morgan Stanley. Robert has been in the industry for over 28 years and is licensed to provide advice in 35 states. Robert is a registered representative of Morgan Stanley Smith Barney LLC. He is also a registered investment advisor representative in Texas. Robert's focus is on providing investment advice and financial planning services to individuals and families. He is also a licensed futures managed funds professional. His clients include high-net-worth individuals, families, businesses, and institutions.

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ADVISOR BIO

Robert Peter Lewis is a financial advisor with over 20 years of experience. Robert is currently registered with Wells Fargo Clearing Services, LLC and has been in the financial industry since August 2001. Prior to joining Wells Fargo Clearing Services, LLC, Robert was a registered representative with J.P. Morgan Securities LLC, Chase Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert holds the Series 7, Series 31, Series 66 and SIE licenses. Robert specializes in providing financial advice to individuals, businesses and charitable organizations. Robert has extensive experience in portfolio management and investment consulting services. Robert has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Robert Bakos is a financial advisor who has been in the industry since 2015. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Tucson, Arizona. Robert is also registered with the following states: Alaska, Arizona, Arkansas, California, Georgia, Kansas, Kentucky, Maryland, Massachusetts, Minnesota, New York, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, Washington and Wisconsin. Robert has passed the Series 66, SIE and Series 7 exams.

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ADVISOR BIO

Robert John Present is a financial advisor with RBC Capital Markets, LLC based in Tucson, Arizona. Robert has been in the financial industry since 1984 and has been registered with RBC Capital Markets, LLC since 2008. Previously, Robert worked for firms including Dain Rauscher Incorporated, Rauscher Pierce Refsnes, Inc., Sutro & Co. Incorporated, and PaineWebber Incorporated. Robert specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, trusts, and employee benefit plans.

SPECIALIZATIONS