ADVISOR BIO

Robert Carl Miller is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. based in Portland, Oregon. Robert has been in the securities industry since August 1987 and has held previous positions with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Robert holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Robert is also a trustee of a family trust.

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ADVISOR BIO

Robert Wolfe is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Apollon Wealth Management, LLC in South Carolina. Before joining Apollon Wealth Management, LLC, Robert worked with several other firms, including Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., Capital Planning Group, LLC, and MML Investors Services, Inc. Robert has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, corporations, charitable organizations, and pension and profit-sharing plans. Robert is also a Certified Financial Planner (CFP). Robert offers a variety of financial planning services, including portfolio management, retirement planning, college savings planning, estate planning, and insurance planning.

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ADVISOR BIO

Robert Karl Johnson is an investment advisor representative with Robert W. Baird & Co. Inc. based in Indianapolis, Indiana. Robert has been in the securities industry since June 19, 1984. Robert holds Series 7, Series 63 and Series 65 licenses. Robert also holds a SIE certification. Robert has previously worked at DAVID A. NOYES & COMPANY.

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ADVISOR BIO

Robert James Haupt is a registered investment advisor representative with Saturna Capital Corp. in Bellingham, WA. Robert has been in the securities industry for 8 years and has a Series 7TO, Series 63 and Series 65 license. He is licensed to practice in Washington. Robert focuses on providing financial planning, portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. He has 26 clients and manages over $8.39 billion in assets.

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ADVISOR BIO

Robert J. Carr is a financial advisor with over 18 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. and Rockefeller Financial LLC. Robert has held previous roles with Barclays Capital Inc. and Lehman Brothers Inc. Robert is a Series 63, 66, 10, 9, 7, and SIE licensed professional. Robert is also a registered investment advisor in Texas.

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ADVISOR BIO

Robert Rix is an Investment Advisor Representative with over 20 years of experience in the financial industry. Robert has a strong background in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Robert is currently registered with Stifel, Nicolaus & Company, Inc. in Grand Rapids, Michigan. Before joining Stifel, Nicolaus & Company, Inc., Robert was a registered representative with Oppenheimer & Co. Inc., Morgan Stanley DW Inc. and McDonald Investments Inc.

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ADVISOR BIO

Robert MacAskie is a financial advisor in Houston, Texas, who has been registered with the Securities and Exchange Commission since 2015. Robert has a Series 65 license and is currently registered with The Salient Zarvona Energy Fund GP, LP and Zarvona Energy LLC. Robert has been with The Salient Zarvona Energy Fund GP, LP since 2013 and with Zarvona Energy LLC since 2012. Robert is also an owner of Zarvona Field Services LLC, which provides oil service equipment rental services to Zarvona Energy LLC and other companies. Robert focuses on providing investment advice to pooled investment vehicles and has over $297 million in assets under management.

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ADVISOR BIO

Robert Podraza is a financial advisor who has been in the industry since August 2011. Robert is currently registered with Prospera Financial Services, Inc. in Quakertown, PA. Robert has experience working with individuals, high-net-worth individuals, businesses, corporations, trusts, pension and profit sharing plans, charitable organizations, and pooled investment vehicles. Robert offers a variety of financial services including financial planning, portfolio management, and selection of other advisors. Robert is also registered with the following states: Delaware, Florida, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, and Virginia.

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ADVISOR BIO

Robert Michael Austin is a financial advisor with over 28 years of experience in the industry. Robert is currently registered with BMO Capital Markets Corp. and has held previous roles at Piper Jaffray & Co., J.P. Morgan Securities Inc., Bear, Stearns & Co. Inc., and Hibbard Brown & Co., Inc. Robert has a strong background in securities trading and holds several licenses including Series 7, 24, 55, and 57TO. Robert focuses on providing securities trading ideas and research to clients, and manages pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Robert Latin is a registered investment advisor representative with Vanguard Advisers, Inc. located in Scottsdale, AZ. Robert has been in the financial services industry since October 2018. He holds the Series 7, Series 63 and Series 66 licenses, as well as the SIE exam. Robert is also registered with the states of Arizona and Texas. He is a licensed advisor representative of Vanguard Advisers, Inc. Robert specializes in providing financial planning, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles.

SPECIALIZATIONS