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Advisor Directory

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Chip Pisoni, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone480-609-4916
Visit websitelaunchVisit The Pisoni Jackson Grouplaunch
Imperial Wealth Management Group
phone602-381-5308
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Spencer Roe, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone480-609-4944
Visit Roe Wealth Management Teamlaunch
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Scott Schroeder
Senior Vice President - Financial Advisor
Portfolio Director
phone505-872-5928
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The Cates - Romero Team
phone505-872-5930
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Mike Anderson
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone505-872-5950
Visit Uptown Wealth Solutions Grouplaunch
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Joe Romero, AWM, RICP®
Managing Director - Branch Director
Institutional Consulting Group
Senior Portfolio Manager
phone505-872-5930
Visit The Cates - Romero Teamlaunch
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Ty Kattenhorn
Managing Director - Financial Advisor
Senior Portfolio Director
phone505-872-5914
Visit The Kattenhorn Mayo Teamlaunch
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Richard Schaefer, AWM
Managing Director - Branch Director
Senior Portfolio Director
phone520-615-4324
Visit Schaefer Present Corte Investment Grouplaunch
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Cory Robbins
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone505-872-5939
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The LaCross Team
phone505-872-5916
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Joseph “Sam” Bergamo
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone505-219-7637
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Ernesto Duran
Financial Advisor
phone520-615-4346
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Cynthia Penner, PhD
Senior Vice President - Financial Advisor
phone520-615-4321
Visit The Coronado Wealth Management Grouplaunch
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The Boulware Investment Group
phone623-334-2602
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Drew Armao
Senior Vice President – Financial Advisor
phone602-522-1494
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Drake Evans, CFP®
Financial Advisor
phone602-522-1498
Visit Cowdrey Wealth Advisory Grouplaunch
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Roe Wealth Management Team
phone480-609-4915
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David DiVito, AIF®, CFP®, CIMA®, CPFA®, MAcc*
First Vice President - Financial Advisor
Portfolio Manager
phone602-381-5302
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Joseph Ballantyne
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone520-615-4354
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Tim Crawford
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone505-872-5903
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William J. Hertzog, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone602-381-5326
Visit websitelaunchVisit Imperial Wealth Management Grouplaunch
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Paul Hert
Senior Vice President - Financial Advisor
phone602-381-5396
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Cowdrey Wealth Advisory Group
phone480-609-4975
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Shea Boulware-Creed
Managing Director - Financial Advisor
Senior Portfolio Manager
phone623-334-2602
Visit The Boulware Investment Grouplaunch
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Stacy Quiri, CFP®, CRPC®
First Vice President - Financial Advisor
Senior Portfolio Manager
phone520-615-4374
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Jason Dalen, CPFA®, JD*
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone520-615-4328
Visit websitelaunchVisit The Coronado Wealth Management Grouplaunch
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Christine Sarafian
Vice President - Financial Advisor
phone602-381-5377
Visit The Sarafian Grouplaunch
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Chris Cates, CDFA®, CFP®, CRPS®
Managing Director - Financial Advisor
Institutional Consulting Group
Senior Portfolio Manager
phone505-872-5910
Visit The Cates - Romero Teamlaunch
Falbaum Crowley Investment Group
phone520-615-4371
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Robert Present
Managing Director - Financial Advisor
Senior Portfolio Director
phone520-615-4338
Visit Schaefer Present Corte Investment Grouplaunch
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Thomas J McCausland III, AWM, CEPA®, CPFA®
Senior Vice President - Financial Advisor
phone520-615-4304
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Norman Sarafian
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone775-824-7046
Visit The Sarafian Grouplaunch
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Fann Wealth Management
phone602-522-1441
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Theodore J. Crowley II, CIMA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone480-609-4977
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Mark Dewane, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone602-381-5349
Visit Dewane-Kraemer Wealth Management Grouplaunch
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Tania Kvakic, AWMA®, CFP®, CRPC®, MPAS®, MSPFP
Managing Director - Financial Advisor
Senior Portfolio Director
Sports & Entertainment Professional
phone602-381-5308
Visit websitelaunchVisit Imperial Wealth Management Grouplaunch
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Schaefer Present Corte Investment Group
phone520-615-4324
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The Kattenhorn Mayo Team
phone505-872-5914
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Desiree Stewart
Financial Advisor
phone505-206-9078
Visit The Kattenhorn Mayo Teamlaunch
Jack Lamm, CFP®
Vice President - Financial Advisor
Portfolio Director
phone505-883-5311
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Ben Spalding, AIF®
First Vice President - Financial Advisor
Portfolio Director
phone480-609-4923
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The Sarafian Group
phone775-824-7046
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Brad Yablonsky
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone505-883-5311
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Bill Herf, CFP®
Managing Director - Financial Advisor
Senior Portfolio Director
phone480-609-4922
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Byron Fox, JD*
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone520-615-4323
Visit The Coronado Wealth Management Grouplaunch
Uptown Wealth Solutions Group
phone505-872-5950
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Daniel Fox
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone480-609-4976
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Peter Roe, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone480-609-4915
Visit Roe Wealth Management Teamlaunch
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Phil Mayo, AWM, CPFA®
Managing Director - Financial Advisor
Senior Portfolio Director
phone505-872-5915
Visit The Kattenhorn Mayo Teamlaunch
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David Diller, CFP®, CPA*
Vice President - Financial Advisor
phone505-872-5934
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J. Fredrick “Freddie” Martinez, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone520-299-4444
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Brad Cates, CIMA®
Managing Director - Financial Advisor
Institutional Consulting Group
Senior Portfolio Manager
phone505-872-5912
Visit The Cates - Romero Teamlaunch
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Kris Dahl
Managing Director - Financial Advisor
Senior Portfolio Manager
phone480-609-4936
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Bill Cates
Senior Vice President - Financial Advisor
Institutional Consulting Group
phone505-872-5909
Visit The Cates - Romero Teamlaunch
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Tim Cowdrey, CEPA®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone480-609-4975
Visit Cowdrey Wealth Advisory Grouplaunch
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The Coronado Wealth Management Group
phone520-615-4329
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The Pisoni Jackson Group
phone480-609-4916
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Matt Jackson, CFP®
Vice President - Financial Advisor
Senior Portfolio Manager
phone480-609-4902
Visit websitelaunchVisit The Pisoni Jackson Grouplaunch
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Carl Eckelman
Managing Director - Financial Advisor
Senior Portfolio Director
phone505-883-5311
Dwyer Wealth Management
phone602-381-5314
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Dewane-Kraemer Wealth Management Group
phone602-381-5363
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Tim P. Garigan
Senior Vice President - Financial Advisor
Portfolio Director
phone520-615-4341
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Curtiss LaCross, C(k)P®, CPFA®, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone505-872-5916
Visit The LaCross Teamlaunch
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Aaron Crowley, CFP®, CLU®, CPFA®, CPWA®
Financial Advisor
Senior Portfolio Manager
phone520-615-4327
Visit Falbaum Crowley Investment Grouplaunch
Clay Coffeen
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone602-381-5355
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Vance L. Falbaum, AWM, CIMA®, CPFA®, MLS
Managing Director - Financial Advisor
Senior Portfolio Director
phone520-615-4339
Visit Falbaum Crowley Investment Grouplaunch
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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