ADVISOR BIO

Carol Denise Wedepohl is an Investment Advisor Representative with Edelman Financial Engines. Carol is registered with the state of Arizona. Carol has been in the industry since 2002 and has held previous positions with Avalon Preferred Properties, Heritage Success Realty, Caring.com, Cornerstone Partners and Financial Engines Advisors L.L.C. Carol has a Series 65 license. Carol specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals and Businesses. Carol is also a registered real estate broker and owns a rental property management business.

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ADVISOR BIO

Caroline Andreen is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2024. Caroline is registered with the state of Arizona and Texas. Caroline holds the Series 66 and Series 7 licenses.

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ADVISOR BIO

Carolyn Marie Berenger is a registered representative with Edward Jones and has been in the industry since 2014. Carolyn is registered with the state of Arizona and Texas. Carolyn's office is located at 2005 W HAPPY VALLEY RD STE 145 in PHOENIX, AZ.

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ADVISOR BIO

Carrine Langley is a financial advisor with Morgan Stanley in PHOENIX, AZ. Carrine has been in the financial industry since April 19, 2002. Carrine has passed the Series 7, Series 63, Series 66 and SIE exams. Carrine has been registered with Morgan Stanley since February 2022. Carrine has also been registered with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, SUNAMERICA SECURITIES, INC., WELLS FARGO INVESTMENTS, LLC, WELLS FARGO SECURITIES INC. and WELLS FARGO BROKERAGE SERVICES, L.L.C.. Carrine has experience providing financial advice to a variety of clients, including individuals, high net worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, investment clubs and insurance companies. Carrine also has experience with asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses, individuals and investment companies.

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ADVISOR BIO

Carter Ray Fulkerson is a financial professional registered in Arizona. Carter is affiliated with J.P. Morgan Securities LLC, and specializes in providing financial planning, pension consulting, and selection of other advisors. Carter has a strong background in the industry, having passed the Series 63, Series 6TO and SIE exams. Carter can provide guidance on a variety of financial matters.

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ADVISOR BIO

Carter Barrett is a financial advisor with Schwab Wealth Advisory, Inc. Carter has been working in the financial services industry since 2018. Carter has passed the Series 66, Series 7 and the SIE exam. Carter is registered with the state of Arizona and holds a CFP designation.

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ADVISOR BIO

Casey C. Wythers is an Investment Advisor Representative at J.P. Morgan Securities LLC, an experienced advisor with a career spanning more than two decades. Casey has been registered with FINRA since 2019 and holds several licenses including Series 7TO, SIE, Series 63, and Series 65. Casey specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Casey is registered to provide investment advice in a wide range of states including Arizona, Texas, and many others.

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ADVISOR BIO

Casey Kleiner is an investment advisor representative registered with Schwab Wealth Advisory, Inc.. Casey has been in the industry since July 28, 2020, and is currently registered in Arizona and Texas. Casey has a Series 66 and Series 63 license, and has passed the Series 7TO and SIE exams. Casey is a Certified Financial Planner and holds a Bachelor's Degree in Finance from Arizona State University.

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ADVISOR BIO

Casey Wyatt is a financial advisor with Schwab Wealth Advisory, Inc. Casey has been in the financial services industry since 2008. Casey holds FINRA Series 63, 66, 7, 9, and 10 licenses as well as SIE exam certification. Casey has a current registration in Texas and Arizona. Casey has been a registered representative for Charles Schwab & Co., Inc. since September 2008 and a registered representative for Schwab Wealth Advisory Inc. since May 2017. Casey specializes in portfolio management for individuals and businesses. Casey's professional experience and expertise include: financial planning, retirement planning, asset management, and investment strategies.

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ADVISOR BIO

Casey Bowman is a financial advisor in Phoenix, Arizona, with over six years of experience in the financial services industry. Casey currently holds registrations with Merrill Lynch, Pierce, Fenner & Smith Inc. Casey previously worked with J.P. Morgan Securities LLC and Vanguard Marketing Corporation. Casey is a Series 7, Series 63, and Series 65 licensed professional. Casey specializes in offering investment advice to individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Casey's prior experience includes positions with The Vanguard Group, Inc., The University of Arizona, and TFO Phoenix, Inc.

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