ADVISOR BIO

Patrick Cahill is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. Patrick has been in the financial services industry since March 12, 1997. Patrick holds Series 7, 31, and 63 securities licenses as well as Series 65 investment advisor license. Patrick is also a Certified Financial Planner. Patrick has experience working with individual and business clients. Patrick provides financial planning and investment management services.

SPECIALIZATIONS

ADVISOR BIO

Patrick Barnes is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the industry since January 26, 2015. Patrick is registered with the state of Arizona and is also a Registered Representative. Patrick has Series 7, Series 63, and Series 66 licenses. Patrick has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2014. Patrick is located in Chandler, Arizona. Patrick offers a variety of services, including investment management, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Patrick McCartney is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the industry since 2023. Patrick holds the Series 66, Series 7TO and SIE licenses and specializes in providing financial advice to individuals, businesses, and high-net-worth individuals. Patrick is registered in Arizona, California, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Ohio, Pennsylvania, Texas and West Virginia.

SPECIALIZATIONS

ADVISOR BIO

Patrick Wang Lam is a financial advisor with Emerson Equity LLC. Patrick has been in the financial industry since January 2005. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Patrick provides financial planning services to individuals and families, including portfolio management, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Patrick Parthum is a financial advisor with over 20 years of experience in the financial services industry. Patrick is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Patrick has previously worked with a variety of firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation and SagePoint Financial, Inc. Patrick is a licensed securities agent in Arizona, and holds the following licenses: Series 63, Series 7, Series 9, and Series 10. Patrick specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Patrick Greenlaw is a financial advisor with Edelman Financial Engines. Patrick has been in the financial services industry for over eight years. Patrick is licensed to sell securities in Arizona and Texas. Patrick has passed the Series 7 and 66 exams. Patrick holds a Series SIE license and is registered with FINRA. Patrick has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Patrick is also a part-time Real Estate Agent.

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ADVISOR BIO

Patrick Funke is an investment advisor representative with Commonwealth Financial Network. Patrick has been in the industry since 1989 and is registered in Arizona. Patrick also has a Series 63, Series 65, Series 7, Series 24, Series 51, and SIE license. He has experience working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Patrick O'Neill is an investment advisor representative with Ameriprise Financial Services, LLC, with over 20 years of experience in the industry. Patrick works out of the Tucson, AZ office. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in 15 states for both securities and investment advisory services. He also holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Exam. Patrick's previous work experience includes employment with IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Patrick's investment practice specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation services. He has expertise working with high-net-worth individuals, trusts and estates, individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Paul Marsillo is a registered investment advisor representative with Morgan Stanley. Paul has been in the financial industry since 1987. He is a Series 7, Series 3, Series 63, and Series 65 licensed professional and holds active licenses in 29 states. Paul's previous experience includes roles with Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Paul currently focuses on working with individuals and families to provide financial planning and investment advice.

SPECIALIZATIONS

ADVISOR BIO

Paul Swenson is a financial advisor with Dynamic Wealth Advisors. Paul has been a registered investment advisor since 2015, and holds Series 6, 7, 63 and 65 licenses. Paul specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Paul has over 10 years of experience in the financial services industry.

SPECIALIZATIONS