ADVISOR BIO

Blake E. Jones is an Investment Advisor Representative at Edelman Financial Engines. Blake holds a Series 65 license and has been in the industry since 2015. Blake specializes in Financial Planning, Portfolio Management, and Pension Consulting. Blake is registered to provide investment advisory services in Arizona and Texas.

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ADVISOR BIO

Blake Lepage Bottle is a financial advisor with Wisdom Wealth Investment Advisors LLC. Blake has over 20 years of experience in the financial services industry, with a focus on financial planning, securities, and fixed insurance sales and service. Blake is also a Chartered Financial Consultant, which is a designation held by experienced professionals who have demonstrated a commitment to continuing education and professional development. Blake is registered as an Investment Advisor Representative in Arizona, California, and Nevada. Blake is committed to helping clients achieve their financial goals. In addition to his work at Wisdom Wealth Investment Advisors LLC, Blake also serves as a financial advisor for Helios Integrated Planning.

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ADVISOR BIO

Blanca Elena Estrada rosanoff is a registered investment advisor representative with LPL Financial LLC. Blanca has been in the financial services industry since 2006. Blanca holds the Series 7TO, Series 66 and SIE licenses. Blanca is registered with the state of Arizona. Blanca Elena Estrada rosanoff offers investment advisory services in financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Bo Yong Lee is a financial professional with over 20 years of experience in the industry. Bo Yong Lee is currently registered with M Holdings Securities, Inc. in Phoenix, AZ, and has previously held positions with KESTRA INVESTMENT SERVICES, LLC, CETERA ADVISOR NETWORKS LLC, RETIREMENT CAPITAL GROUP SECURITIES, INC., and CLARK SECURITIES, INC. Bo Yong Lee specializes in providing a wide range of financial services including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Bobby Allan Futch is an investment advisor representative associated with Foundations Investment Advisors LLC. Bobby Allan Futch is currently registered with the state of Tennessee. Bobby Allan Futch's specializations include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Boyd L. Sorem is a financial advisor with LPL Financial LLC, located in Scottsdale, Arizona. Boyd has been in the financial services industry since April 2007. Boyd holds Series 6, 7, 63, and 65 licenses, and specializes in financial planning, portfolio management, and consulting services. Boyd is registered to provide investment advisory services in Arizona and Colorado.

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ADVISOR BIO

Brad Eugene Cooper is a registered investment advisor representative with Cooper Financial Investments, LLC in MESA, Arizona. Brad has been in the financial services industry since 1994. Brad is a licensed Investment Advisor Representative in Arizona and Louisiana. Brad is also a licensed Life Insurance Agent and assists with estate planning. In addition to his work with Cooper Financial Investments, LLC, Brad also assists with the firm, Copper Canyon Law, as an Estate Planner.

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ADVISOR BIO

Brad Reichert is a financial advisor with over 20 years of experience in the industry. Brad is currently registered with Cambridge Investment Research Advisors, Inc. in Arizona. Brad specializes in providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Brad is committed to helping clients achieve their financial goals and objectives. Brad is also a Certified Financial Planner, Chartered Financial Consultant, and Chartered Financial Analyst.

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ADVISOR BIO

Braden Wood is a financial advisor with Fidelity Personal and Workplace Advisors. Braden is licensed to offer financial and investment advice in Arizona and Texas, and has a Series 7, Series 66, and SIE license. Braden is a registered investment advisor representative in Arizona and Texas.

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ADVISOR BIO

Bradley Holly is an Investment Advisor Representative with Edelman Financial Engines. Bradley is registered with the state of Arizona and Texas. Bradley has been working in the financial services industry for over 6 years. They are associated with Edelman Financial Engines in their Gilbert, AZ and PHOENIX, AZ branch offices. Bradley specializes in a wide range of services including: financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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