ADVISOR BIO

Richard Myer is an investment advisor representative with Redwood Private Wealth in Phoenix, Arizona. Richard has been in the financial services industry since January 2016. Richard is also an independent insurance producer. Richard has held previous positions with Peak Brokerage Services, LLC and GWN Securities, Inc. Richard has passed the Uniform Investment Adviser Law Examination (Series 65), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Richard specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Richard's current firm, Redwood Private Wealth, is a Registered Investment Advisor with offices in Phoenix, Arizona and Boca Raton, Florida. Redwood Private Wealth offers a variety of services to individual and business clients, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Richard Duey Franco is a financial professional with over 27 years of experience in the financial services industry. Richard is currently registered with Cetera Investment Advisers LLC as an investment advisor representative (IAR) in Arizona and Texas. Previously, Richard was registered with FIRST FINANCIAL EQUITY CORPORATION, MORGAN STANLEY DW INC., PIPER JAFFRAY INC., and DEAN WITTER REYNOLDS INC. Richard holds Series 7, Series 31, Series 63, and Series 65 licenses. Richard specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Richard Johnson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has been in the industry since 1986 and is registered with the Financial Industry Regulatory Authority (FINRA). Richard specializes in providing investment advisory services to individuals, corporations, and other businesses. Richard also provides financial planning services to individuals, including retirement planning, college savings planning, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Richard Junior Penick is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has been in the securities industry since April 2023 and has a wide range of experience in the financial services industry, including roles at Black Diamond Networks, Yelp, ZipRecruiter, Randstad, UpRecruit, Cenlar FSB, and Arizona State University. Richard holds Series 66, Series 7TO, and SIE licenses. Richard's areas of specialization include financial planning, portfolio management, pension consulting, and educational seminars. Richard serves clients in several states.

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ADVISOR BIO

Richard Munneke is a financial advisor with Mercer Global Advisors Inc. He has been in the industry since August 1997. Richard holds a variety of licenses including Series 7, Series 10, Series 63, and Series 66 licenses. He is also a Certified Financial Planner. Richard has a strong background in financial planning, investment management, and insurance. He has worked with a variety of clients including individuals, families, businesses, and institutions. Richard is committed to providing his clients with personalized financial advice and services.

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ADVISOR BIO

Richard Layne Clark is a financial advisor with Ameriprise Financial Services, LLC, based in Mesa, Arizona. Richard Clark has been in the financial services industry since 1997, serving clients in a number of states. Ameriprise Financial Services, LLC is a large financial firm that provides a range of financial services, including financial planning, investment management, and insurance.

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ADVISOR BIO

Richard James Whalen is an investment advisor representative for UBS Financial Services Inc. based in PHOENIX, Arizona. Richard Whalen has been in the industry since 1983 and has held various roles at multiple firms, including CITIGROUP GLOBAL MARKETS INC., KIDDER, PEABODY & CO. INCORPORATED, WESTAMERICA INVESTMENT GROUP, RL KOTROZO, INC. and PLENGE THOMAS & NOFER INCORPORATED. Richard Whalen is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 31, Series 63 and Series 65 licenses. Richard Whalen has a history of serving charitable organizations and was involved in Scottsdale Boys & Girls Clubs Foundation between 2015 and 2017.

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ADVISOR BIO

Richard Fergesen is a financial advisor with over 25 years of experience in the industry. Richard is a registered representative with Osaic Wealth, Inc. and has been with the firm since January 2024. Previously, Richard was registered with Woodbury Financial Services, Inc. from August 2001 to January 2024. Richard has a broad range of experience and holds the Series 7, 24, 27, 62 and 99TO licenses. Richard specializes in providing financial advice and portfolio management to individuals, corporations, charitable organizations, and pension plans. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Richard Stevens has been in the financial services industry since January 6, 1997. Richard Stevens is currently registered with LPL Financial LLC in Phoenix, AZ. Richard Stevens holds licenses Series 6, Series 63, and SIE. Richard Stevens is registered in Arizona, California, Florida, and Kansas. Richard Stevens provides advisory services to high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Richard Penman has been in the financial services industry since 1991. Richard is currently registered with Oneamerica Securities, Inc. and has been with the firm since 2019. Richard has also previously worked at MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., and METROPOLITAN LIFE INSURANCE COMPANY. Richard is licensed in Arizona, California, Hawaii, and New Mexico.

SPECIALIZATIONS