• Mark Rhoades

    Mark Rhoades CFP®

    Managing Partner, Phoenix Wealth Advisors
    Registered Representative, RJFS

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  • Georgios Livanos

    Georgios Livanos

    Managing Partner, Phoenix Wealth Advisors
    Registered Representative, RJFS

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  • Mike Jackson

    Mike Jackson CFA®

    Chief Investment Officer, Phoenix Wealth Advisors
    Investment Consultant, RJFS

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  • Michele Nettesheim

    Michele Nettesheim CFP®, CPA

    Financial Planner and Advisor, Phoenix Wealth Advisors
    Registered Representative, RJFS

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  • Malcolm Migel

    Malcolm Migel

    Chief Compliance Officer, Phoenix Wealth Advisors
    Branch Associate, RJFS

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  • Kelly Ward

    Kelly Ward

    Chief Operating Officer, Phoenix Wealth Advisors
    Operations Manager, RJFS

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  • Allison M. Fry

    Allison M. Fry

    Wealth Planning Associate, Phoenix Wealth Advisors
    Financial Professionals, RJFS

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  • Emma Jackson

    Emma Jackson

    Wealth Planning Associate, Phoenix Wealth Advisors
    Financial Professional, RJFS

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*No federal or state law or regulation requires financial planners or investment adviser representatives to receive a CFP® or a CFA® certification. You may find more information about the CFA® certification at www.cfainstitute.org and the CFP® certification at www.cfp.net.