Matthew Roberson is a CFP® professional with 27 years of industry experience. He has been with Arete Wealth Advisors, LLC since 2019, following a 19-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory work, he owns and manages a cattle raising operation and is involved as a partner in a company that connects solar companies with landowners. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management using both advisor-driven and proprietary model allocations, alongside third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Daniel Diaz is a Series 66-credentialed financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He has worked at Arete Wealth since 2019 and previously held positions at Lincoln Financial Advisors, The Ayco Company, L.P./Mercer Allied, and JP Morgan Chase. Outside of his advisory role, Diaz volunteers in various unpaid capacities, including advisory and mentoring roles at Creighton University’s Heider College of Business, Evergreen Community College, and local community organizations in Fremont, CA. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and employs a combination of advisor-driven allocations and proprietary model strategies, integrating affiliated financial businesses and third-party managers in its approach.