ADVISOR BIO

Robert Plundo is an investment advisor representative currently registered with Fisher Investments. Robert has been working in the financial services industry since March 2010. Robert has worked for other firms in the past, including Thrivent Investment Management Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BBVA Securities Inc, and BBVA Compass Investment Solutions, Inc.

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ADVISOR BIO

Robert Hutchings Vernon is an investment advisor representative with Brown Advisory. Robert has been in the securities industry for over 30 years and is a Chartered Financial Analyst. Robert specializes in working with high-net-worth individuals, families, and institutions. Robert has experience in providing portfolio management services, financial planning, and selection of other advisers. He is committed to providing personalized investment advice tailored to each client's specific needs and goals.

SPECIALIZATIONS

ADVISOR BIO

Robert Quinn is a financial advisor registered with Corient and has been working in the financial industry since 1992. Robert has a strong background in financial planning and is a Certified Financial Planner and Chartered Financial Analyst. Robert is a registered Investment Advisor Representative (IAR) in Massachusetts.

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ADVISOR BIO

Robert Dovenberg is a financial professional with over 17 years of experience in the industry. Robert is currently registered with BMO Capital Markets Corp. in Minneapolis, Minnesota. Robert has been registered with this firm since August 1, 2016. Prior to this, Robert was associated with GREENE HOLCOMB & FISHER LLC in Minneapolis, Minnesota from October 6, 2005 to August 3, 2016. Robert holds FINRA Series 7, 63, and SIE licenses as well as the Series 79TO license. Robert is registered in 50 states. Robert is specialized in Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Robert Peters is an Investment Advisor Representative with AWM Capital, LLC. Robert is registered to provide investment advisory services in California and Texas. Robert has been in the industry for 2 years. Robert's firm, AWM Capital, LLC, is headquartered in Phoenix, Arizona and manages over $860 million in assets.

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ADVISOR BIO

Robert Stephens Higgins is a financial advisor with Gregory J. Schwartz & CO., Inc. in Bloomfield Hills, MI. Robert has been in the industry since 2003. Robert is registered with the state of Michigan as a Broker-Dealer and Investment Advisor. Robert specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Robert Catalino is an Investment Advisor Representative at Mariner Wealth. Robert has been in the industry since January 2016 and is licensed in New York. Robert obtained his Series 65 license in August 2022. Robert is currently working for Mariner Wealth, previously working with Andersen. Robert's specializations include retirement planning, college savings, estate planning, insurance, and tax planning.

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ADVISOR BIO

Robert John Conrad is an Investment Advisor Representative with Manning & Napier Advisors, LLC. Robert is a seasoned professional with extensive experience in the financial services industry, having started his career in 1994. He holds a number of licenses and certifications, including the Series 6, 7, 63, 65, and 66 licenses. Robert provides a wide range of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He also offers financial planning and pension consulting services. In addition to his work at Manning & Napier Advisors, LLC, Robert is also a minority shareholder in a number of companies within the Manning & Napier Group of Companies.

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ADVISOR BIO

Robert Edward Schmidt has been in the financial services industry since 1991 and is a registered representative of Stifel, Nicolaus & Company, Inc.. Robert has experience working with a variety of clients, including individuals, high net worth individuals, corporations, trusts, and retirement plans. He has held previous roles with Oppenheimer & Co. Inc., CIBC World Markets Corp., Prudential Securities Incorporated, Smith Barney Shearson Inc., and Lehman Brothers Inc. Robert is licensed to provide investment advice in Washington and Texas.

SPECIALIZATIONS

ADVISOR BIO

Robert Timothy Marwill is a financial advisor currently registered with RBC Capital Markets, LLC. Robert has been in the financial industry since 1994 and has extensive experience with the firm. Robert's career also includes previous positions at Morgan Stanley, Citigroup Global Markets Inc., H&R Block Financial Advisors, Inc. and USAA Investment Management Company. Robert holds Series 6, 7, 9, 10, 31, 63, and 65 securities licenses and the SIE.

SPECIALIZATIONS