Patrick Bauer is a financial advisor at Allworth Financial, L.P. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JP Morgan Chase Bank and Equitable Financial Life Insurance Co. Bauer is based in Tucson, AZ. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis through an Investment Committee to implement customized investment strategies.

Blake Davelaar is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Allworth Financial since 2020 and previously worked at Pathways Financial Partners, Inc. from 2015 to 2020. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and manages private funds, combining quantitative and qualitative analysis to implement customized investment strategies.

Brian Murphy is a financial advisor at Allworth Financial, L.P. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020. Prior to that, he was involved with My Pathway, LLC and Pathways Financial Partners, Inc. He is a limited partner and investor in Saunders Amos LLC, a non-investment related business. Allworth Financial serves individual and high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, retirement consulting, and education through various channels, using both quantitative and qualitative investment analysis to offer customized strategies.

Karl Petersen is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. He holds a Series 65 credential and previously worked at RAA for four years. In addition to his advisory work, Petersen has a long-standing career as an airline pilot, transporting passengers and cargo internationally. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering wealth planning and portfolio management through a combination of quantitative and qualitative analysis. The firm employs customized investment strategies and provides educational resources such as newsletters, podcasts, and seminars.