Years of Experience
5-20+ Years
GLENDALE, AZ
7 Years Experience
0 Disclosures
ADVISOR BIO
Cody Heins is a financial advisor with LPL Financial LLC based in Glendale, Arizona. Cody has been in the industry since March 2018. Cody is registered with the following regulatory authorities: FINRA, the state of Arizona, and the state of Texas. Cody also holds the Series 7 and Series 66 licenses, as well as the SIE exam. Cody offers a variety of financial services including financial planning, portfolio management, and consulting.
SPECIALIZATIONS
SCOTTSDALE, AZ
5 Years Experience
1 Disclosures
ADVISOR BIO
Cody William Clay is a financial advisor at Osaic Wealth, Inc. Cody has been in the financial industry for over four years and is registered with the state of Arizona. Cody is licensed to offer financial advice in several areas including financial planning, portfolio management for businesses and individuals, and pension consulting. Cody previously worked at SAGEPOINT FINANCIAL, INC. and J.P. MORGAN SECURITIES LLC. Cody has a strong background in financial services and is committed to providing clients with personalized financial advice.
SPECIALIZATIONS
Premier Advisor
Studioi, LLC
PHOENIX, AZ
0 Disclosures
ADVISOR BIO
Cody Zindler | Founder of STUDIOi, LLC ✔️ Portfolio construction expert. Financial coach. Investment advisor. With 25+ years in finance, Cody Zindler (he/him) founded STUDIOi, LLC—an independent advisory firm—to help people make confident, empowered decisions about money. From Wall Street to Main Street, his career spans mutual fund trading, fixed income strategy, regulatory compliance, and leading transformational investor workshops across the U.S. ✔️ Cody brings deep experience in portfolio design, combining academic rigor with real-world application. He holds a Master’s in Investment Management from Boston University and has worked with some of the industry’s top firms. ✔️ STUDIOi, LLC operates independently—free from sales quotas or proprietary product pressures common at larger institutions. The focus is on honest, human-centered advice rooted in long-term strategy and integrity. ✔️ Based in Phoenix, Arizona, STUDIOi provides investment advisory, coaching, and retirement planning services for people who want clarity without the noise. 🌐 https://www.WeAreSTUDIOi.com ✔️ STUDIOi, LLC Services: • Investment Advisory & Portfolio Design • Portfolio Reviews • Financial Coaching • Retirement & Wealth Planning • Educational Workshops ⚠️ PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. STUDIOi, LLC is a Registered Investment Adviser based in Phoenix, AZ. Advisory services are offered only in states where STUDIOi is registered or exempt from registration. All investing involves risk.
SPECIALIZATIONS
SCOTTSDALE, AZ
7 Years Experience
0 Disclosures
ADVISOR BIO
Cody Darling is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cody is a licensed broker in all 50 states, the District of Columbia, and Puerto Rico. Cody has passed the Series 7, Series 66, and SIE exams. Cody has been in the industry since August 2018.
SPECIALIZATIONS
CHANDLER, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Cody Myers is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with a branch office in Chandler, Arizona. Cody has been working in the financial industry since 2019. Cody is licensed to provide securities and investment advisory services in multiple states. Cody has experience with a variety of financial products and services, including stocks, bonds, mutual funds, and options. Cody's previous employers include Robinhood Financial, LLC, Securian Financial Services, Inc., and AssetMark Brokerage, LLC.
SPECIALIZATIONS
PEORIA, AZ
1 Years Experience
0 Disclosures
ADVISOR BIO
Cody Whiren is a registered investment advisor representative associated with Fidelity Personal And Workplace Advisors. Cody has been in the industry for over 2 years. Cody specializes in the areas of portfolio management, financial planning, and providing education seminars. Cody is licensed in several states, including Arizona, Texas, and many others. Cody works out of the Peoria, AZ office.
SPECIALIZATIONS
Chandler, AZ
9 Years Experience
0 Disclosures
ADVISOR BIO
Cody Burns is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cody has been in the industry since January 4, 2016. Cody holds Series 63, 66, 7, 9 and 10 licenses. Cody is registered to conduct business in 53 states and jurisdictions.
SPECIALIZATIONS
CHANDLER, AZ
9 Years Experience
1 Disclosures
ADVISOR BIO
Cole Cardon is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Cole has 2 years of experience in the securities industry. Cole is registered with FINRA and 53 state securities authorities. Cole is also a registered investment advisor representative in 2 states. Cole holds the Series 7, Series 63, and Series 66 securities licenses. Cole is associated with the Chandler, AZ branch of Merrill Lynch.
SPECIALIZATIONS
Glendale, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Cole Burchianti is a financial advisor at Raymond James Financial Services Advisors, Inc. Cole has been in the financial services industry since 2019. Cole is licensed in Arizona and Texas. Cole is also a Certified Financial Planner. Cole has experience working with individual investors, businesses, and retirement plans. Cole is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
SCOTTSDALE, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Cole Braden Gillespie is a registered investment advisor representative associated with LPL Financial LLC. Cole has been in the industry since November 2019. Cole has passed the Series 7TO, Series 66, and SIE exams and is registered in Arizona and California. Cole's practice is focused on working with a variety of client types including individuals, businesses, and charitable organizations. Cole works at the Scottsdale, AZ branch office of LPL Financial LLC.
SPECIALIZATIONS
