Years of Experience
5-20+ Years
GILBERT, AZ
0 Disclosures
ADVISOR BIO
Cody Wheeler is a financial advisor registered with Morgan Stanley. Cody has been in the industry for 12 months. Cody has a Series 7TO and SIE license. Cody also passed the Uniform Combined State Law Examination. Cody is a registered investment advisor in Arizona and Texas. Cody is currently registered with Morgan Stanley in Gilbert, Arizona.
SPECIALIZATIONS
SCOTTSDALE, AZ
0 Disclosures
ADVISOR BIO
Cody Rene Amis is a financial advisor registered with Stoker Ostler, a part of BMO Financial Group. Cody has been in the industry since 2002 and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Cody is a Certified Financial Planner and a Chartered Financial Analyst.
SPECIALIZATIONS
TEMPE, AZ
7 Years Experience
0 Disclosures
ADVISOR BIO
Cody Butery is a financial advisor in Tempe, Arizona, affiliated with Fidelity Personal And Workplace Advisors. Cody has been in the financial services industry since December 20, 2017. Cody holds the Series 63 and Series 66 registrations, as well as the Series 7 and SIE. Cody is registered to provide investment advisory services in 53 states and is licensed in three states. Cody specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Cody has previously worked at TD Ameritrade, Inc..
SPECIALIZATIONS
Scottsdale, AZ
20 Years Experience
0 Disclosures
ADVISOR BIO
Cody Flatt is a financial advisor with Morgan Stanley. Cody has been in the financial services industry since 2005. Cody is licensed to offer securities and investment advisory services in multiple states. Cody specializes in financial planning, portfolio management, and providing asset allocation advice to individuals, businesses, and investment companies.
SPECIALIZATIONS
Premier Advisor
Studioi, LLC
PHOENIX, AZ
0 Disclosures
ADVISOR BIO
<p></p><h1>Portfolio construction expert. Financial coach. Investment advisor. </h1><p>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 is a master of portfolio design—combining academic rigor with real-world expertise. He holds a Master’s in Investment Management from Boston University and has worked alongside some of the industry’s top firms. As an independent firm, STUDIOi, LLC operates free from sales quotas and 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 delivers tailored investment advice, long-term portfolio strategy, and coaching for people who want clarity without the noise.</p><h2><strong>Not your typical advisor. And that’s the point.</strong></h2><p></p><h3>STUDIOi, LLC Services:</h3><ul class="tight" data-tight="true"><li class="leading-normal -mb-2"><p>Investment Advisory & Portfolio Design</p></li><li class="leading-normal -mb-2"><p>Portfolio Reviews</p></li><li class="leading-normal -mb-2"><p>Financial Coaching</p></li><li class="leading-normal -mb-2"><p>Retirement & Wealth Planning</p></li><li class="leading-normal -mb-2"><p>Educational Workshops</p></li></ul><p><br>🌐 <a target="_blank" rel="noopener noreferrer nofollow" class="text-foreground underline underline-offset-[3px] hover:text-muted-foreground transition-colors cursor-pointer" href="http://www.WeAreSTUDIOi.com">www.WeAreSTUDIOi.com</a></p><p></p><p>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, and past performance is no guarantee of future results. Please refer to our website for additional information and disclosures.</p>
SPECIALIZATIONS
SCOTTSDALE, AZ
6 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
SCOTTSDALE, AZ
23 Years Experience
0 Disclosures
ADVISOR BIO
Cole Maurice Gendreau is a financial advisor with Fidelity Personal AND Workplace Advisors. Cole has been in the financial services industry for over 22 years. Cole is registered with 41 states and is a Registered Representative, holding Series 7 and Series 66 securities licenses, and is licensed in both Arizona and Texas. Cole has worked at Fidelity since July 2018.
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
CHANDLER, AZ
8 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
