ADVISOR BIO

Joshua Slagill is a financial advisor with Schwab Wealth Advisory, Inc. based in Phoenix, AZ. Joshua has been in the industry for 2 years and is licensed in 51 states. He holds FINRA licenses Series 7TO, Series 9 and Series 63, and state licenses Series 66. Joshua also has a Series 63 license. His specializations include retirement planning, college savings, and estate planning. Joshua has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Joshua Delnoce is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Phoenix, Arizona. Joshua has been in the financial services industry since 2006 and has a wide range of experience. Joshua is registered with FINRA and has Series 7, Series 66, and SIE licenses. Joshua is also a registered Investment Advisor Representative in Arizona. Joshua provides investment consulting services to institutional clients, as well as financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Joshua's previous experience includes working at UBS Financial Services Inc.

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ADVISOR BIO

Joshua Symons is a financial advisor at Edward Jones, a firm with over 20,000 advisors and over $800 billion in assets under management. Joshua has been in the financial services industry since 2017 and has a strong track record of helping clients achieve their financial goals. He is a Certified Financial Planner and holds a Series 7 and Series 66 license. Joshua is passionate about helping clients develop and implement personalized financial plans that meet their individual needs. He is also an active member of the community and enjoys volunteering his time to help others.

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ADVISOR BIO

Joshua Edward Fadel is a financial advisor with over 10 years of experience in the industry. Joshua is currently registered with Raymond James Financial Services Advisors, Inc. and previously worked with LPL FINANCIAL LLC. Joshua provides a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Joshua holds the Series 7, Series 66, and SIE licenses and is currently registered with the states of Arizona and California.

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ADVISOR BIO

Joshua M. Dorrance is a financial advisor at Schwab Wealth Advisory, Inc. Joshua has been in the financial services industry since December 2017. Joshua has been a registered investment advisor representative in Arizona since February 2020. Joshua is also registered as an investment advisor representative in Texas. Joshua has a wide range of experience in the financial services industry, including experience with Schwab Wealth Advisory, Inc. and the University of New Mexico School of Medicine. Joshua is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Joyce Smith is a financial advisor with over 25 years of experience in the financial services industry. Joyce is currently registered with Wells Fargo Clearing Services, LLC and has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Joyce has a strong background in helping clients achieve their financial goals and has a deep understanding of the market and its complexities. Joyce has held previous positions at Assetmark Brokerage, LLC, Capital Brokerage Corporation, and Securities America, Inc., among others. Joyce is committed to providing personalized service and building long-lasting relationships with clients.

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ADVISOR BIO

Joyce T Barden is a registered representative with Edward Jones. Joyce has been in the financial services industry for over 5 years and has experience providing financial advice to a variety of clients, including individuals, families, and businesses. Joyce specializes in providing financial planning, portfolio management, and retirement planning services. Joyce is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Juan Carlos Espitia aguila is a registered representative with Wells Fargo Clearing Services, LLC. Juan Carlos has been in the financial industry for a short period of time and is currently based in the Phoenix, Arizona office. Juan Carlos specializes in various financial products and services including investment consulting services to institutional clients. Juan Carlos holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Juan Manuel Garcia bautista is a financial advisor with Wells Fargo Clearing Services, LLC. Juan Manuel is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 6TO, and SIE licenses. He is also registered to sell securities in Arizona, Hawaii, and Texas. Juan Manuel has been in the securities industry since July 2022.

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ADVISOR BIO

Judd Wagner is a financial advisor currently registered with Schwab Wealth Advisory, Inc.. Judd has been in the industry since 1996 and has experience with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. Judd has a strong track record of success in the financial services industry and is committed to providing clients with personalized financial advice. Judd holds licenses in both the broker-dealer and investment advisor space and has a strong understanding of a wide range of financial products and services. Judd's expertise and experience allow Judd to provide clients with comprehensive financial planning and investment management services.

SPECIALIZATIONS