ADVISOR BIO

Maria Caffray is an investment advisor representative, registered with Raymond James & Associates, Inc. based in Scottsdale, Arizona. Maria has worked as an advisor since 1998 and has a broad range of experience in the financial services industry, having previously worked with firms like Wells Fargo Clearing Services, LLC, Morgan Stanley, and Oppenheimer & Co. Inc. Maria holds Series 6, 7 and 63 licenses.

SPECIALIZATIONS

ADVISOR BIO

Maria Peralta is a financial advisor with Mariner Wealth Advisors. Maria has over eight years of experience in the financial services industry. Maria is licensed to provide investment advice in Arizona. Maria has a Series 7 and Series 66 license as well as the SIE exam. Maria is a Certified Financial Planner. Maria specializes in providing financial advice to individuals, businesses, and institutions. Maria's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Capital Markets, LLC and LPL Financial LLC.

SPECIALIZATIONS

ADVISOR BIO

Maria Leticia Monroe has been a financial advisor for over 20 years, working with a wide range of clients. Maria has experience providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Maria is registered with LPL Financial LLC, and she has been working with them since March 2022. Before joining LPL Financial, Maria worked for a number of other firms, including Equitable Advisors, LLC, Cetera Financial Specialists LLC, and FSC Securities Corporation. Maria is also registered with the Financial Industry Regulatory Authority (FINRA) and holds a number of licenses, including Series 7, Series 24, Series 52TO, Series 62, Series 63, and Series 66. Maria is a dedicated professional with a strong commitment to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Maria Miller is a financial professional registered with MML Investors Services, LLC in Scottsdale, Arizona. Maria has been working in the securities industry since November 2007 and has a strong track record of providing clients with personalized financial advice. Maria is a dedicated professional with the experience and knowledge to help you reach your financial goals.

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ADVISOR BIO

Maria Victoria Lucero is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria has been in the securities industry since November 2008. Maria is licensed to sell securities in 49 states and the District of Columbia. Maria previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in Scottsdale, Arizona. Maria is licensed to conduct securities business in both the broker-dealer and investment advisor capacity. Maria's office is located in Scottsdale, Arizona.

SPECIALIZATIONS

ADVISOR BIO

Mariah Teresa Romero is a financial advisor at LPL Financial LLC, with offices in Scottsdale, AZ. Mariah has been in the financial services industry since May 2021. She holds a Series 63, 6TO and SIE license. Mariah is registered in Arizona. Mariah has a strong commitment to helping her clients achieve their financial goals. She provides a wide range of financial services, including investment planning, retirement planning, and insurance.

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ADVISOR BIO

Mariah Demartini is a registered investment advisor representative at Morgan Stanley. Mariah is registered in 53 states and territories, including Arizona, Texas, and all others. Mariah's investment advisor registration is active in Arizona and Texas. Mariah specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and investment companies. Mariah's services are available for various client types, including high-net-worth individuals, corporations, and charitable organizations. Mariah's areas of expertise include asset allocation, portfolio management, and investment strategies.

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ADVISOR BIO

Marico Tippett is a registered Investment Advisor Representative with Community Wealth Builders. Marico Tippett is also licensed in the state of Texas. Marico Tippett has been in the financial services industry since 2005 and has a variety of experience, including working for FSC Securities Corporation, Wilbanks Securities, Inc., and World Group Securities, Inc.. Marico Tippett is also a licensed insurance producer. Marico Tippett has specializations in retirement planning, investment advisory services, and financial planning.

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ADVISOR BIO

Marie Treloar is a financial professional with over 20 years of experience in the industry. Marie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chandler, Arizona. Previously, Marie was registered with BBVA Compass Investment Solutions, Inc., LINSCO/PRIVATE LEDGER CORP. and American Express Financial Advisors Inc. Marie holds licenses for Series 6, 7, 26 and 66 exams, as well as the Securities Industry Essentials (SIE) exam. Marie specializes in various financial services, including retirement planning, insurance, mutual funds, stocks, bonds, and variable annuities.

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ADVISOR BIO

Marie Celeste Gooch is a financial advisor who specializes in providing financial planning services. She is the Founder and Chief Compliance Officer of MarGo Financial, L.L.C., an investment advisor. Her primary business activity is to provide financial planning services to her clients and others. She is also a licensed insurance agent, but does not sell insurance products. Marie Celeste Gooch has been working in the financial industry for over 18 years. She is registered with the state of Arizona, California and Texas as an Investment Advisor Representative (IAR). She has also passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS