ADVISOR BIO

Chandler Cole is a registered representative and investment advisor representative with LPL Financial LLC. Chandler has been in the industry since March 4, 2018 and is currently registered in 10 states. Chandler holds the Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Chanel Weir is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Chanel has been in the financial industry since November 1, 2017. Chanel is registered with the state of Arizona, California, and Texas. Chanel is a Series 66, Series 10, Series 9, Series 7, and SIE licensed advisor. Chanel provides financial advice to a range of clients including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Chantelle Ohlsen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Chantelle is licensed to provide investment advice in 53 states and the District of Columbia. Chantelle has a Series 66 license and is registered to provide both broker-dealer and investment advisory services.

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ADVISOR BIO

Charan Khuranaj is a financial advisor with over 18 years of experience in the industry. Charan is currently registered with Eagle Strategies LLC and is licensed to provide financial advice in Arizona, Nevada and North Carolina. Charan has previously worked with USAA Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Charan holds a Series 7, Series 31 and Series 66 securities licenses as well as the SIE. Charan is also a Certified Financial Planner (CFP) and offers a variety of financial planning services, including investment advice, retirement planning, and insurance. Charan specializes in providing financial advice to individuals, corporations, high-net-worth individuals, and charitable organizations. Charan is committed to providing his clients with personalized financial advice that meets their unique needs and goals.

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ADVISOR BIO

Charisse Mackenzie is a financial advisor registered with Ae Wealth Management, LLC. Charisse has over 10 years of experience in the financial industry. She is licensed to offer financial advisory services in Arizona and Texas. Charisse is a dedicated professional who is passionate about helping individuals and families achieve their financial goals. She offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Charisse is also a published author and regularly hosts educational workshops.

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ADVISOR BIO

Charlene Lynn Blake is a registered representative and investment advisor representative with Osaic Wealth, Inc. Charlene has been in the financial services industry since February 2006 and has a Series 63, SIE and Series 7 license. Charlene is registered to conduct business in New York. Charlene's primary office is located in Scottsdale, AZ. Charlene has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

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ADVISOR BIO

Charlene Elizabeth Keller is a financial advisor with Stifel, Nicolaus & Company, Inc., located in PHOENIX, AZ. Charlene has been in the financial services industry since September 7, 2000, and is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in 52 states. Charlene provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Charlene has been registered with Stifel, Nicolaus & Company, Inc., since April 2, 2024, and has previous experience with ROBERT W. BAIRD & CO. INCORPORATED, PFS INVESTMENTS INC., and CHARLES SCHWAB & CO., INC..

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ADVISOR BIO

Charles Allen is a financial advisor at Ameriprise Financial Services, LLC. Charles is a registered representative with 36 years of experience in the financial services industry. Charles has licenses to provide financial advice in several states, including Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Iowa, Kentucky, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington, and West Virginia.

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ADVISOR BIO

Charles J. Slack is a financial advisor at Morgan Stanley, registered in Arizona, Texas, and 51 other states. Charles has been in the industry since 2013 and has a wide range of experience. Charles provides a variety of services to individuals, families, businesses, and institutions, including financial planning, portfolio management, and investment advice. Charles is committed to helping clients reach their financial goals.

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ADVISOR BIO

Charles Schaetzle has been in the financial industry since June 1990. Charles is a registered Investment Advisor Representative with Avantax Advisory Services in Scottsdale, Arizona. Charles is also a Certified Financial Planner™ professional. Charles works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Charles's specializations include financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS