ADVISOR BIO

Riley Barr is a financial professional with over 10 years of experience in the industry. Riley has a Series 66 license and is a Certified Financial Planner. Riley is currently registered with Freestone Capital Management, LLC, and is licensed in California and Texas. Riley previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco. Riley provides financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Riley Whitham is a financial professional with RBC Capital Markets, LLC. Riley is based in New York, NY. Riley has a Series 63, Series 79TO and a SIE license. Riley's career in the financial industry began on January 5th, 2023. Riley is registered with the state of New York and is active in the broker-dealer space.

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ADVISOR BIO

Riley Robertson Rindo is a financial advisor with MAI Capital Management, LLC. Riley has been with MAI Capital Management, LLC since 2012. Previously, Riley was employed by Foreside Fund Services, LLC. Riley holds the Series 63, Series 65 and Series 7 licenses. Riley also holds the SIE exam license. Riley is a Certified Financial Planner. Riley specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Riley Persily is an Investment Advisor Representative with Robert W. Baird & Co. Inc. Riley has been in the industry since November 2023. Riley is registered with FINRA as a General Securities Representative and holds the Series 7TO and SIE. Riley is also registered in 18 states, including California, Texas, Florida, Pennsylvania and Virginia. Riley specializes in providing financial planning, portfolio management, and other advisory services.

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ADVISOR BIO

Riley Whittemore Jones is a financial professional with over two decades of experience in the industry. Riley currently works with BOK Financial Securities, Inc., where Riley has been registered since February 2024. Prior to joining BOK Financial Securities, Inc., Riley held positions at several other firms, including AMERIVET SECURITIES, INC., SOUTH STREET SECURITIES LLC, STEPHENS, FIFTH THIRD SECURITIES, INC., DUNCAN-WILLIAMS, INC., CANTOR FITZGERALD & CO., SUNTRUST CAPITAL MARKETS, INC., and NBC CAPITAL MARKETS GROUP, INC. Riley is licensed in several states across the country, including Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Maryland, New Jersey, New York, South Carolina, and Tennessee. Riley has a strong background in securities and investment advising, with a focus on providing comprehensive financial solutions for a range of clients, including high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Riley J Gaynor is a financial advisor at Robert W. Baird & Co. Inc. Riley is a CERTIFIED FINANCIAL PLANNER™ professional. Riley has been a registered representative in the financial industry since May 31, 2016. Riley's office is located in Milwaukee, WI.

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Rilus Nichols is an investment advisor representative registered with Russell Investments. Rilus Nichols is licensed in Colorado, District of Columbia, Florida, Louisiana, Maryland, Puerto Rico, Washington, and Wisconsin. Rilus Nichols has been in the industry for 6 years.

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ADVISOR BIO

Rim Yahia is an investment advisor representative associated with Robert W. Baird & Co. Inc.. Rim has been in the securities industry since September 16, 2014. Rim is licensed to provide investment advisory services in Texas and Illinois and holds the following licenses: Series 7, Series 66, and SIE. Before joining Robert W. Baird & Co. Inc. Rim was an employee of MORGAN STANLEY. Rim also worked for MORGAN STANLEY SMITH BARNEY LLC. Rim specializes in providing investment advice to individuals, high net worth individuals, corporations and other businesses, insurance companies, investment companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisors, and pooled investment vehicles.

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ADVISOR BIO

Rino Faustini is a registered representative with Russell Investments Implementation Services, LLC in Seattle, Washington. Rino has been in the industry since May 20, 2014. Rino is licensed to offer securities in Washington. Rino holds Series 63, SIE and Series 7 licenses. Rino’s firm specializes in portfolio management for businesses and pooled investment vehicles. The firm's services are offered on a fee-based, commission-based, and performance-based basis.

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ADVISOR BIO

Risa Gomez is a financial advisor with Davenport & Co. LLC, a firm that has been in business for over 100 years and has a strong reputation for providing investment advice and wealth management services. Risa has over 20 years of experience in the financial services industry. Before joining Davenport & Co. LLC, Risa was a financial advisor with Wells Fargo Advisors Financial Network, LLC, and SMH Capital Inc. Risa holds the Series 7 and Series 66 licenses. Risa is a dedicated professional who is passionate about helping clients achieve their financial goals. Risa specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS