ADVISOR BIO

Robert Britschgi is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the industry since February 2022. Robert is registered in 11 states and holds Series 66, Series 7TO and SIE licenses. Robert has experience in various industries, including banking, finance, and real estate.

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ADVISOR BIO

Robert Ming Chow is an investment advisor representative with Osaic Wealth, Inc. Robert has been in the industry since 1991 and has been registered as an investment advisor representative with the state of California since 2011. Robert is a licensed securities agent and has passed the Series 63, Series 7 and the SIE exams. Robert offers financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Robert Warren is an investment advisor representative at UBS Financial Services Inc., and has been in the industry for over 10 years. Robert is registered with the state of California as a registered investment advisor and has passed the Series 66, Series 7TO, and SIE exams. Robert works with a wide range of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Robert specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Robert Charles Shier is a financial professional with over 30 years of experience in the industry. He is currently registered with Cerity Partners LLC and has been active in the industry since 1991. Robert has experience working with individuals, families, and businesses. Robert has a Certified Financial Planner designation and specializes in providing financial planning services. He is also registered to provide investment advisory services in California and Texas. He has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Robert Lee Sponseller is a financial advisor at Allworth Financial, LP. Robert has been in the industry since November 1991. Robert has experience in both the broker-dealer and investment advisory space. Robert holds the Series 6, 7, 22, 24, and 63 licenses. Robert specializes in providing financial planning services to individuals, families, and businesses. Robert is also a Chartered Financial Consultant.

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ADVISOR BIO

Robert Linderman is an investment advisor representative at Mutual Advisors, LLC, a firm headquartered in Omaha, Nebraska. Robert has been in the industry since 1991 and is registered with both the state of California and Texas. Robert's primary professional focus is on providing financial planning and portfolio management services to both individual and business clients. Robert has a proven track record in the industry and his firm, Mutual Advisors, LLC, has a strong commitment to providing clients with the personalized attention and guidance they need to achieve their financial goals.

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ADVISOR BIO

Robert Melvin Little is a financial advisor with Planmember Securities Corp., licensed in Texas and Washington. Robert is a Series 6 and Series 63 licensed professional with over 20 years of experience in the industry. He is also a registered Investment Advisor in Texas and Washington. Robert has worked for several firms throughout his career, including Symetra Investment Services, Inc. and Woodbury Financial Services, Inc. Robert's expertise includes portfolio management, financial planning, and insurance sales. He currently provides investment advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations.

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ADVISOR BIO

Robert J Mullarkey is a financial advisor currently registered with Charles Schwab & CO., Inc. Robert has been in the industry since November 6, 1995, and has been with Charles Schwab & CO., Inc. since March 2002. Robert has a broad range of experience in the financial services industry, with prior experience at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bear, Stearns & Co. Inc. Robert provides financial planning and investment advice and is also a wrap fee program sponsor. He has a strong track record of providing comprehensive financial planning and investment advice to individuals and families. Robert is committed to providing personalized advice and helping clients achieve their financial goals.

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ADVISOR BIO

Robert Brandon Richardson is an investment advisor representative at Morgan Stanley. Robert has been active in the securities industry since 2010. Robert holds Series 66, SIE, and Series 7 licenses. Previously, Robert worked at UBS Financial Services Inc. and Edward Jones. Robert is registered with FINRA, and has active registrations in 35 states.

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ADVISOR BIO

Robert Joseph Lucia is a financial professional with over 30 years of experience in the financial services industry. He is a registered Investment Advisor Representative in California and Texas, holding Series 65 and Series 22 licenses. Robert Joseph Lucia is currently affiliated with Andrews, Lucia Wealth Management LLC, located in Danville, California. His primary area of focus is providing comprehensive financial planning and portfolio management services to individuals and corporations. He is also a partner at Andrews, Lucia & Company, LLP, an accounting firm based in San Mateo, California.

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