ADVISOR BIO

Robert Wayne Dietz is a financial advisor with over 20 years of experience in the financial services industry. Robert is a Chartered Financial Analyst and currently registered with Alliancebernstein LP. He is also licensed to conduct business in Minnesota. Robert has previously worked for CRI Securities, LLC and Securian Financial Services, Inc. He is a dedicated and experienced advisor, ready to assist clients with their financial needs.

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ADVISOR BIO

Robert Nicholas Boeye is a financial advisor with William Blair, a firm that offers a wide range of investment and advisory services. Robert is registered with FINRA and the state of Georgia and has been in the industry since 2020. Robert holds the Series 7TO, Series 66 and SIE licenses and is dedicated to providing personalized financial guidance to individuals, families, and businesses.

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ADVISOR BIO

Robert Maddock is a financial advisor registered with Corient. Robert is based in New York, NY and has been in the industry since 1994. Robert provides investment advice to a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Robert Maddock is also a member of the board of managers of Symbiocelltech, a biotech company seeking a cure for Juvenile Diabetes.

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ADVISOR BIO

Robert G. Saxelby is an Investment Advisor Representative at Vanguard Advisers, Inc.. Robert is a highly experienced advisor with over 17 years in the financial services industry. Robert is registered to provide investment advice in 53 states and the District of Columbia, as well as providing investment advice services. Robert has a wide range of experience working with clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Robert is committed to providing personalized financial advice and helping his clients achieve their financial goals.

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ADVISOR BIO

Robert Mandell is a financial advisor with over 40 years of experience in the industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Oppenheimer & Co. Inc. Robert has been with Oppenheimer & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. and Bache Halsey Stuart Shields Incorporated. Robert specializes in providing financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Robert Linskey is an investment advisor representative at Mariner Wealth Advisors. Robert has been in the industry since 2011 and has a Series 6, 7, and 63 license and a Series 65 license. Robert's current registration is in Massachusetts for Investment Advisor. Previously, Robert worked at Putnam Retail Management Limited Partnership in Boston, MA from 2011 to 2024.

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ADVISOR BIO

Robert Fenton is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has over 8 years of experience in the financial services industry. Robert holds Series 7, Series 66 and SIE securities licenses. Robert is registered in 24 states and has specialized experience working with insurance companies, investment clubs, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Prior to working at Stifel, Nicolaus & Company, Inc., Robert was employed at Raymond James & Associates, Inc..

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ADVISOR BIO

Robert John Grubert is an investment professional with over 25 years of experience in the financial services industry. Robert is currently a registered representative with RBC Capital Markets, LLC, a leading global financial services company. Robert has held prior roles at RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED and RAUSCHER PIERCE REFSNES, INC. Prior to joining RBC, Robert served as a registered representative with RBC Capital Markets Corporation. Robert holds a Series 7, Series 24, Series 55, Series 57TO and Series 79TO licenses, as well as a Series 63 state license. Robert is registered to provide investment advisory services in all 50 states.

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ADVISOR BIO

Robert Louis Wathen is an active investment advisor with over 40 years of experience in the financial services industry. Robert is currently registered as an investment advisor representative with Robert W. Baird & Co. Inc. and holds the Series 65, Series 63, Series 31, Series 7, and SIE licenses. Robert's prior employment includes J.J.B. HILLIARD, W.L. LYONS, LLC. Robert is licensed in 37 states and specializes in portfolio management, investment advisory services, financial planning, and pension consulting.

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ADVISOR BIO

Robert J. Fama is a licensed securities professional with a proven track record in the financial industry. Robert is a Registered Principal at Goldman Sachs & Co. LLC, where Robert has been employed since 2013. Robert holds a Series 7, 24, 57TO, and 63 license and has extensive experience in financial markets. Robert's expertise includes portfolio management, financial planning, and education seminars.

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