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

Richard Pyle is a registered Investment Advisor Representative with Ashton Thomas Private Wealth. Richard is licensed to practice in Arizona, Florida, Georgia, Oregon and Texas. He earned the Series 65 license in September 2015. Richard Pyle has been a financial professional since August 2015 and specializes in investment advisory services. He also works for Ashton Thomas Private Wealth.

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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 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 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 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 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 Longley is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC and has been since November 2013. Prior to that, Robert worked for CUNA Brokerage Services, Inc. and Securities America, Inc., among others. Robert has a wide range of experience in the financial services industry, including securities, investment advisory, and insurance. Robert has a strong track record of success and is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Robert Selleck has been in the financial industry since January 20, 1998. Robert is currently registered with Morgan Stanley and is licensed in Arizona, California, Connecticut, Georgia, Maine, Massachusetts, New Mexico, New York, Pennsylvania, Rhode Island, Texas, and Vermont. Robert has previously worked with MORGAN STANLEY & CO. INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DEAN WITTER REYNOLDS INC. Robert has passed the Series 63, 65, 7, 31, and SIE exams.

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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.

SPECIALIZATIONS