ABLE Financial Group, LLC

Adam Brooks is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding CFP®, Series 65, and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for 14 years before joining ABLE Financial Group and Private Client Services. Outside of advising, he is the managing partner of Altamira Properties, LLC, which owns the commercial building housing his firm. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused process and utilizes a range of investment strategies, including public and private securities, derivatives, and alternative investments.

Laurel Kutler is a Series 66 licensed financial advisor with eight years of industry experience. She currently works at ABLE Financial Group, LLC in Scottsdale, AZ, and has previously been employed by Wells Fargo Advisors Financial Network and Edward Jones. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary, client-focused process that incorporates fundamental, technical, quantitative, and sector analysis with a diverse investment menu including public and private securities, derivatives, and alternative investments.

Jacob Cavaleri is a financial advisor at ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Diversify Wealth Management, and Perspective Financial Services. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused approach incorporating fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, structured notes, and alternative investments.

Peter Eickelberg is a CFP® and CFA® with 25 years of industry experience. He is currently with ABLE Financial Group, LLC in Scottsdale, AZ, where he has worked since 2023. His prior experience includes roles at Wells Fargo Advisors Financial Network, Frontview Consulting, and Alpha Fiduciary. He is also co-trustee of a family trust. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused process using a range of investment strategies, including public and private securities, derivatives, and alternative investments.

Deborah Baldini is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Wesleyan LLC, as well as managing her own firm, Baldini Investment Strategies. She serves as a trustee for a special needs trust and manages social security benefits as a representative payee for her daughter. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary process that tailors portfolios using a combination of fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, and alternative investments.

Lawrence Van Quathem is a CFP® professional with 30 years of experience in the financial industry. He is currently with ABLE Financial Group, LLC and has previously worked at Wells Fargo Advisors Financial Network, LLC. ABLE Financial Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, including high-net-worth clients. The firm employs a fiduciary, client-focused approach using a variety of investment strategies and offers both discretionary and project-based services.

Brandon Perlow is a CFP® with seven years of industry experience, currently serving as a financial advisor at ABLE Financial Group, LLC. His prior roles include positions at Wells Fargo Advisors Financial Network, Pruco Securities LLC, Bank of America, and Merrill Lynch. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary, client-focused investment process that incorporates a variety of strategies including fundamental, technical, and quantitative analysis.

Lane Reynolds is a financial advisor at ABLE Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for 11 years. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints in Mesa, AZ. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary, client-focused process using a diverse investment menu that includes public and private securities, derivatives, and alternative investments.

Matthew Cherry is a Certified Financial Planner® with 10 years of industry experience. He is currently a member of the team at ABLE Financial Group, LLC in Scottsdale, AZ, and has previously worked at Wells Fargo Advisors, Wealth Management Solutions, LLC, and Charles Schwab. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary process that incorporates fundamental, technical, quantitative, and sector analysis across a diverse investment menu, including public and private securities, derivatives, and alternative investments.