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Advisor Directory

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Mike Anderson
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5950
Visit Uptown Wealth Solutions Grouplaunch
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Daniel Toll, CFP®, CRPC®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone702-893-8732
Visit The Toll Grouplaunch
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Luke Waldier, CDFA®, CFP®
Financial Advisor
phone602-522-1418
Visit The Boulware Investment Grouplaunch
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The Boulware Investment Group
phone623-334-2602
Visit websitelaunch
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Eckelman, Bergamo, Yablonsky, Lamm Team
phone505-872-5967
Visit websitelaunch
The Coronado Wealth Management Group
phone520-615-4329
Visit websitelaunch
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David DiVito, AIF®, CFP®, CIMA®, CPFA®, MAcc*
Financial Advisor
phone602-381-5302
Visit The Di Vito Consulting Grouplaunch
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Grangard Private Wealth
phone702-715-0772
Visit websitelaunch
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Brad Cates, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5912
Visit The Cates - Romero Teamlaunch
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Vance L. Falbaum, AWM, CIMA®, CPFA®, MLS
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone520-615-4339
Visit Falbaum Crowley Investment Grouplaunch
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Thomas J McCausland III, AWM, CEPA®, CPFA®
Senior Vice President - Financial Advisor
phone520-615-4304
Visit websitelaunch
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Aaron Crowley, CFP®, CLU®, CPFA®, CPWA®
Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone520-615-4327
Visit Falbaum Crowley Investment Grouplaunch
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Kris Dahl
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone480-609-4936
Visit websitelaunch
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Matt Jackson, CFP®
Associate Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone480-609-4902
Visit websitelaunchVisit Pisoni Jackson Grouplaunch
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Cynthia Penner, PhD
Senior Vice President - Financial Advisor
phone520-615-4321
Visit The Coronado Wealth Management Grouplaunch
Uptown Wealth Solutions Group
phone505-872-5950
Visit websitelaunch
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Jason Dalen, CPFA®, JD*
Senior Vice President - Financial Advisor
Portfolio Director Group
phone520-615-4328
Visit websitelaunchVisit The Coronado Wealth Management Grouplaunch
Clay Coffeen
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5355
Visit websitelaunch
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Roe Wealth Management Team
phone480-609-4915
Visit websitelaunch
The Di Vito Consulting Group
phone602-381-5340
Visit websitelaunch
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The LaCross-Diller Team
phone505-872-5916
Visit websitelaunch
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Mark Dewane, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5349
Visit Dewane-Kraemer Wealth Management Grouplaunch
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Stacy Quiri, CFP®, CRPC®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone520-615-4374
Visit websitelaunch
Imperial Wealth Management Group
phone602-381-5308
Visit websitelaunch
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Phil Mayo, AWM, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone505-872-5915
Visit The Kattenhorn Mayo Teamlaunch
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J. Fredrick “Freddie” Martinez, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone520-615-4303
Visit websitelaunch
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Curtiss LaCross, C(k)P®, CPFA®, CRPC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5916
Visit The LaCross-Diller Teamlaunch
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Carl Eckelman
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone505-872-5963
Visit Eckelman, Bergamo, Yablonsky, Lamm Teamlaunch
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Bill Herf, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone480-609-4922
Visit websitelaunch
Jordan Grangard
Managing Director - Financial Advisor
phone702-893-8700
Visit Grangard Private Wealthlaunch
Tim Crawford
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5903
Visit websitelaunch
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Paul Hert
Senior Vice President - Financial Advisor
phone602-381-5396
Visit websitelaunch
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Daniel Toll, CFP®, CRPC®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone702-893-8732
Visit The Toll Grouplaunch
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Joseph Ballantyne
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone520-615-4354
Visit websitelaunch
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Daniel Fox
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone480-609-4976
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Spencer Roe, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone480-609-4944
Visit Roe Wealth Management Teamlaunch
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David Diller, CPA
Financial Advisor
phone505-872-5934
Visit The LaCross-Diller Teamlaunch
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Joseph “Sam” Bergamo
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone505-219-7637
Visit Eckelman, Bergamo, Yablonsky, Lamm Teamlaunch
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Tania Kvakic, AWMA®, CFP®, CRPC®, MPAS®, MSPFP
Senior Vice President - Financial Advisor
Sports & Entertainment Professional
Senior Consulting Group
phone602-381-5308
Visit websitelaunchVisit Imperial Wealth Management Grouplaunch
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Shea Boulware
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone623-334-2602
Visit The Boulware Investment Grouplaunch
Dewane-Kraemer Wealth Management Group
phone602-381-5363
Visit websitelaunch
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Ernesto Duran
Financial Advisor
phone520-615-4346
Visit websitelaunch
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Tim Cowdrey
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone480-609-4975
Visit websitelaunch
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Theodore J. Crowley II, CIMA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone480-609-4977
Visit websitelaunch
The Cates - Romero Team
phone505-872-5909
Visit websitelaunch
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The Kattenhorn Mayo Team
phone505-872-5914
Visit websitelaunch
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Joe DiVito, AIF®, CEPA®, CFP®, CIMA®, CRPS®
Managing Director - Private Wealth Advisor
Senior Portfolio Director Group
phone602-381-5340
Visit The Di Vito Consulting Grouplaunch
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Chris Cates, CFP®, CRPS®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5910
Visit The Cates - Romero Teamlaunch
Tim P. Garigan
Senior Vice President - Financial Advisor
Portfolio Director Group
phone520-615-4341
Visit websitelaunch
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Bill Cates
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5909
Visit The Cates - Romero Teamlaunch
Falbaum Crowley Investment Group
phone520-615-4371
Visit websitelaunch
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Ty Kattenhorn
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone505-872-5914
Visit The Kattenhorn Mayo Teamlaunch
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Robert Present
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone520-615-4338
Visit Schaefer Present Corte Mance Investment Group launch
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Brad Margison
First Vice President - Financial Advisor
Portfolio Director Group
phone702-893-8761
Visit websitelaunch
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Pisoni Jackson Group
phone480-609-4916
Visit websitelaunch
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William J. Hertzog, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5326
Visit websitelaunchVisit Imperial Wealth Management Grouplaunch
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Scott Schroeder
Senior Vice President - Financial Advisor
Portfolio Director Group
phone505-872-5928
Visit websitelaunch
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Tahirih Toll
Associate Vice President - Financial Advisor
phone702-893-8734
Visit The Toll Grouplaunch
Brad Yablonsky
Senior Vice President - Financial Advisor
Portfolio Director Group
phone505-872-5964
Visit Eckelman, Bergamo, Yablonsky, Lamm Teamlaunch
The Toll Group
phone702-893-8732
Visit websitelaunch
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Doug Mance, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone520-615-4337
Visit Schaefer Present Corte Mance Investment Group launch
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Ben Spalding, AIF®
First Vice President - Financial Advisor
Portfolio Director Group
phone480-609-4923
Visit websitelaunch
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Schaefer Present Corte Mance Investment Group
phone520-615-4324
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Thomas Steele
First Vice President - Financial Advisor
phone702-893-8708
Visit websitelaunch
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Richard Schaefer, AWM
Senior Vice President - Branch Director
Senior Portfolio Director Group
phone520-615-4324
Visit Schaefer Present Corte Mance Investment Group launch
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Cason Swinn, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone702-893-8733
Visit Swinn Wealth Management Grouplaunch
Swinn Wealth Management Group
phone702-893-8733
Visit websitelaunch
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Chip Pisoni, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone480-609-4916
Visit websitelaunchVisit Pisoni Jackson Grouplaunch
Jack Lamm, CFP®
Vice President - Financial Advisor
Portfolio Director Group
phone505-872-5965
Visit Eckelman, Bergamo, Yablonsky, Lamm Teamlaunch
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Cory Robbins
Senior Vice President - Financial Advisor
Portfolio Director Group
phone505-872-5939
Visit websitelaunch
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Byron Fox, JD
Senior Vice President - Financial Advisor
phone520-615-4323
Visit The Coronado Wealth Management Grouplaunch
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Peter Roe, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone480-609-4915
Visit Roe Wealth Management Teamlaunch
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