ADVISOR BIO

Robert McMahon is a financial advisor with Edward Jones. Robert has been in the financial services industry since 2015 and holds the Series 66, Series 7, and SIE licenses. Robert is also a Certified Financial Planner. Robert provides financial planning and portfolio management services to individuals, businesses, and retirement plans. Robert has experience with clients of all income levels and financial goals. Robert has a branch office in Granite Bay, CA, serving the greater Sacramento area.

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ADVISOR BIO

Robert Dewhurst is a financial advisor with over 17 years of experience in the financial services industry. He is currently registered with Wells Fargo Clearing Services, LLC. Robert has a strong background in investment management and financial planning. He holds the Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Robert Lavern Swires is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Ameritas Advisory Services, LLC, a firm with over 500 investment advisor representatives. The firm has a wide range of client types, including individuals, corporations, and charitable organizations. Robert offers a variety of services, including financial planning, portfolio management, and pension consulting. Robert is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Robert Joseph Hanlon is a Chartered Financial Analyst with over 9 years of experience in the financial services industry. Robert has worked at several firms, including FS Investments and Dowling & Yanhke, LLC. Robert is currently an investment advisor representative at Corient and has been with the firm since September 2022. Robert is registered in California and Texas as an investment advisor representative. Corient is a well-established firm, founded in 2006 with offices in Miami, Florida and San Diego, California. The firm's focus is on providing investment management and financial planning services to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles. The firm manages over $118 billion in assets for its clients.

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ADVISOR BIO

Robert Daniel Innocentin is a financial professional with over 15 years of experience in the industry. Currently, Robert is a registered representative with RBC Capital Markets, LLC, where Robert has been since June 2021. Robert has worked for several other well-known financial institutions, including Deutsche Bank Securities Inc., BOFA Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert holds the Series 7, 10, 24, 63, 79TO, and SIE licenses. Robert has a strong background in investment banking and financial planning, and Robert is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Robert Franklin Bolinger is a financial advisor who has been in the industry since June 12, 1997. Robert is currently registered with LPL Financial LLC in Laguna Woods, CA. Robert has been registered with LPL Financial since August 17, 2010. Previously, Robert was registered with Essex National Securities, Inc., UnionBanc Investment Services, LLC, Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Robert has a wide range of experience in the financial services industry, including investment advisory, securities brokerage, and insurance. Robert holds the Series 6, 7, 63, and 65 licenses. Robert also holds the SIE license. Robert provides a variety of financial services to individuals, families, and businesses. These services include investment management, financial planning, insurance, and estate planning.

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ADVISOR BIO

Robert William Voorhees is a financial advisor with Stifel, Nicolaus & Company, Inc., a leading financial services firm with over 2,500 financial consultants serving clients nationwide. Robert has been in the financial services industry since 2002, bringing a wealth of experience to his role. Prior to joining Stifel, Nicolaus & Company, Inc., he was a financial advisor at RBC Capital Markets, LLC, and Wells Fargo Advisors, LLC. Robert specializes in providing comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Robert holds the Series 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. He is also a Certified Financial Planner (CFP®).

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ADVISOR BIO

Robert Beckett Foley is an investment advisor representative with Raymond James Financial Services Advisors, Inc., working in the TUSTIN, CA office. Robert has been in the securities industry since 2002. Robert is a registered representative with the state of California and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Robert's previous experience includes working with EDWARD JONES.

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ADVISOR BIO

Roberta Arakaki is an investment advisor representative who has been in the industry since 2000. Roberta is currently registered with Morgan Stanley. Previously, Roberta was registered with UBS Financial Services Inc. and Morgan Stanley DW Inc. Roberta holds the Series 63, Series 65, Series 7 and SIE licenses. Roberta is registered to offer investment advisory services in 36 states and the District of Columbia.

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ADVISOR BIO

Roberta Montes is an Investment Advisor Representative with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Roberta has been in the securities industry since June 2006. Roberta is registered with the state of California to provide both investment advisory and brokerage services. Roberta received her Series 63 and Series 65 licenses and has experience in insurance sales and financial planning.

SPECIALIZATIONS