Phoenix, AZ East Camelback Road Office

Erin Sweitzer is a financial advisor with Commonwealth Financial Network based in Phoenix, AZ. She holds the Series 66 designation and has 17 years of industry experience. Since 2016, she has been associated with Camelback Retirement Planners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David Moratti is a financial advisor with Commonwealth Financial Network in Phoenix, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Morgan Stanley and Camelback Retirement Planners. He is a co-owner of RUN DMCC, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources to affiliated advisors who deliver advice under Commonwealth’s supervision.

Jeffrey Kluve is a CFP® with 25 years of industry experience, currently with Commonwealth Financial Network since 2023. He has previously worked at Prudential Annuities Distributors, Rogers & Kirby, and FireSky Financial Inc. He also owns JKFP LLC, an entity supporting his securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Jared Sweitzer is a CFP® professional with 23 years of experience based in Phoenix, AZ. He has worked at Commonwealth Financial Network and Camelback Retirement Planners since 2003. Outside of his advisory work, he is a 33% owner of Shycus LLC, a private entity involved in processing expenses related to his securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Scot Shyman is a CFP® professional with 39 years of experience, currently serving at Commonwealth Financial Network since 2003. He is also associated with Camelback Retirement Planners. Shyman is involved in managing fixed insurance products and is a member of SHYCUS, LLC, an entity that processes expenses related to securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.

Charles Carter is a financial advisor with Commonwealth Financial Network in Phoenix, AZ. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. He has worked at Camelback Retirement Planners and Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a wide range of managed-account programs and access to third-party asset managers, providing advisory support across various investment strategies and account types.

Aaron Albers is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and previously served in the United States Marine Corps from 2020 to 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Patricia Shyman is a financial advisor with Commonwealth Financial Network in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Commonwealth since 2012 and has also been associated with Camelback Retirement Planners since 2010. Outside of her advisory role, she works as a clerk for Griffin Estate Sales in Phoenix. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, compliance, and practice management, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.