ADVISOR BIO

Richard Dodd is a financial advisor with over four years of experience in the industry. Richard Dodd is registered with Rockefeller Financial LLC in Pennsylvania and Texas. Richard Dodd has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and FS Investments. Richard Dodd is a Chartered Financial Analyst and holds the Series 66, Series 7TO and SIE licenses. Richard Dodd specializes in providing financial planning, pension consulting, and selection of other advisors.

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Richard Lunsford is a financial advisor with Mill Creek Capital Advisors, LLC. Richard has been a registered Investment Advisor Representative since March 2010. Richard is a Certified Financial Planner and has been working in the industry since 1999. Richard holds the Series 6, 7, 63, and 65 licenses. Richard has experience working with individuals, businesses, and non-profit organizations. The firm offers financial planning, portfolio management, and pension consulting services.

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Rob A Whitlock is a financial advisor currently affiliated with Raymond James & Associates, Inc., located in Conshohocken, Pennsylvania. Rob has been in the financial services industry since 2003. His expertise covers a variety of investment products and services. Rob has a wealth of experience, having held previous roles with RBC CAPITAL MARKETS, LLC and UBS SECURITIES LLC. Rob is also a registered representative in Pennsylvania and holds the Series 7, Series 50, Series 52, Series 79 and SIE licenses.

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Robert Mark Steinman is a financial advisor who has been in the industry since 1993. Robert Mark is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since March 2020. Prior to Stifel, Nicolaus & Company, Inc., Robert Mark was employed by Raymond James & Associates, Inc.. Robert Mark has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutions. Robert Mark offers financial planning, portfolio management, and other advisory services.

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Robert Angeline is an active investment advisor representative at UBS Financial Services Inc. with over 37 years of experience in the financial services industry. Robert has been registered with UBS Financial Services Inc. since 2012, and has previously worked at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Robert holds a Series 63, Series 65, Series 7, Series 31 and SIE licenses. Robert is currently registered in 23 states.

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Robert Matelwich is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has been working in the industry since 1986 and has a wide range of experience. Robert holds several licenses and certifications, including Series 7, Series 3, and Series 63. Prior to joining Stifel, Nicolaus & Company, Inc., Robert worked at several other firms, including HSBC Securities (USA) Inc., Barclays Capital Inc., Salomon Smith Barney Inc., Salomon Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in a variety of investment areas, including stocks, bonds, mutual funds, and other investment products. Robert can help clients with their financial planning, retirement planning, and estate planning needs.

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Robert M. Asklar is a Certified Financial Planner and a registered Investment Advisor Representative with Mill Creek Capital Advisors, LLC. He has been in the industry since June 2010. Robert is currently registered in Pennsylvania.

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Robert Wolfe is a Certified Financial Planner® with WealthFD, LLC, a Registered Investment Advisor. He specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Robert has extensive experience in the financial services industry, having worked with several prominent organizations, including Pollack Financial Group, Columbia Bank, AEPG Wealth Strategies, Wealth Enhancement Group, and RegentAtlantic.

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Robert McMenamin is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Robert has been working in the financial industry for over twenty years. Robert's registrations are active in Connecticut, Florida and Pennsylvania. Robert previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in West Conshohocken, Pennsylvania. Robert specializes in working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Robert is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

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Robert M Gaines is a financial professional with over 14 years of experience in the financial services industry. Robert is registered with Equitable Advisors, LLC. Robert has been with Equitable Advisors, LLC since 2016 and has experience in a variety of financial areas including portfolio management for individuals and businesses, financial planning, and pension consulting. Robert's past experience includes positions with Metlife Securities Inc., MSI Financial Services, Inc., and Mutual of Omaha Investor Services, Inc..

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