ADVISOR BIO

Robert Allan Roesener is a financial advisor with Parallel Advisors, LLC. Robert Allan Roesener has been in the industry for over 6 years. Robert Allan Roesener is registered with the state of California and Texas. Robert Allan Roesener is a Certified Financial Planner. Robert Allan Roesener has experience with Ameriprise Financial Services, LLC and Wells Fargo Advisors Financial Network, LLC. Robert Allan Roesener specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

Robert Gary Whelan is a financial advisor with UBS Financial Services Inc., located in San Francisco, CA. Robert has been in the financial industry since 1986 and is licensed in multiple states. He is registered as a broker and investment advisor representative (IAR) with UBS and is also a registered representative with FINRA. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. He has extensive experience in the industry and can assist clients with a wide range of financial needs.

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ADVISOR BIO

Robert Sutton is a financial advisor with over 29 years of experience in the financial services industry. Robert currently works at Morgan Stanley and is registered to provide investment advice in several states. Prior to joining Morgan Stanley, Robert was a registered representative at Sterne, Agee & Leach, Inc., Nollenberger Capital Partners Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Robert Gehlen is a financial advisor at Wells Fargo Clearing Services, LLC, in San Francisco, CA. Robert has been in the financial industry since 1993. He previously worked for First Republic Securities Company, LLC, UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, ING BARING FURMAN SELZ LLC, and Smith Barney Inc. Robert is registered with the state of California and Texas. He is a Certified Financial Planner (CFP).

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ADVISOR BIO

Robert Henry Prion is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with UBS Financial Services Inc. Previously, Robert has been registered with CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES and MORGAN STANLEY & CO., INCORPORATED. Robert offers a wide range of financial services including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Robert Winder is a financial advisor with Equitable Advisors, LLC, based in San Francisco, CA. Robert has been in the industry since November 20, 2022 and holds licenses in California for both securities and investment advising. Robert has passed the Series 7TO, Series 66, and SIE exams. Robert's specializations include financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Robert Sloan is a financial advisor with over 30 years of experience in the industry. Robert currently works at Perigon Wealth Management, LLC, where he provides a wide range of financial advisory services, including financial planning, portfolio management, and pension consulting. Robert is registered with the state of Florida. Before joining Perigon Wealth Management, LLC, Robert was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Robert O'Donnell is an investment advisor representative, licensed in 19 states. Robert is currently employed at Osaic Wealth, Inc., a firm that provides investment advice to individuals and families. Robert has over 40 years of experience in the financial services industry. He is a highly qualified professional with a strong track record of success. Prior to joining Osaic Wealth, Robert was with Securities America, Inc. and Financial Telesis Inc., in addition to other firms.

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ADVISOR BIO

Robert John Higgins is a registered Investment Advisor Representative with Parallel Advisors, LLC. Robert John Higgins has been in the financial services industry since 1983 and has experience with Parallel Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Dean Witter Reynolds Inc. Robert John Higgins is registered in California.

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ADVISOR BIO

Robert Carlson is a financial advisor with J.P. Morgan Securities LLC in San Francisco. Robert has over 20 years of experience in the financial services industry. Robert has been registered with J.P. Morgan Securities LLC since September 2019. Previously, Robert worked at Deutsche Bank Securities Inc., Mizuho Securities USA Inc., RBS Securities Inc., UBS Securities LLC and Thomas Weisel Partners LLC. Robert holds Series 7, 24, 63, 79TO and SIE licenses. Robert specializes in Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting.

SPECIALIZATIONS