ADVISOR BIO

Cody Wheeler is a financial advisor registered with Morgan Stanley. Cody has been in the industry for 12 months. Cody has a Series 7TO and SIE license. Cody also passed the Uniform Combined State Law Examination. Cody is a registered investment advisor in Arizona and Texas. Cody is currently registered with Morgan Stanley in Gilbert, Arizona.

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Cody Michael Bowman is a registered representative and investment advisor representative with Morgan Stanley. Cody has been in the financial services industry since 2021 and is registered to provide investment advice in Arizona and Texas. Cody has earned his Series 63, 66, 7TO, and SIE licenses. Cody holds an active registration in the state of Arizona and Texas. Cody is also registered with FINRA.

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Cole W. Smead is an investment advisor representative at Smead Capital Management, Inc. with over 14 years of experience in the industry. Cole W. Smead is registered with the state of Arizona and Washington and holds Series 3, 7 and 66 licenses. Cole W. Smead has previously worked at Quasar Distributors, LLC and Wachovia Securities, LLC. Cole W. Smead specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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Cole Mcallister Wilcox is an investment advisor representative for Longboard Asset Management in Phoenix, AZ. Cole has been in the industry since 1997. Cole is registered with the state of Arizona and Florida and is a Series 7 and Series 65 licensed professional. Cole has previously worked for Scottsdale Capital Advisors Corp, Empire Capital Group, LLC, First Financial Equity Corporation and Joseph Charles & Assoc., Inc. Cole's firm has 1 client and manages $116,242,512 in assets.

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Conner Woods is a financial advisor registered with Morgan Stanley. Conner is a licensed financial advisor. Conner Woods is registered to offer investment advisory services in the United States. Conner Woods has successfully passed the Series 7TO, Series 63, and SIE exams. Conner has been in the industry since 2024. The firm's main office is located in Purchase, New York. Morgan Stanley is an independent investment advisor.

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Connie Kiefer is a financial advisor with Morgan Stanley. Connie has been in the industry since 1998 and is registered to provide investment advice in 48 states. Connie specializes in portfolio management for individuals, businesses, and investment companies. Connie also offers financial planning, pension consulting, and asset allocation advice. Connie is registered to provide investment advice in 48 states and has a Series 7, Series 31, and Series 65 license.

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ADVISOR BIO

Connor Lucas Little is a registered representative with Morgan Stanley. Connor has been in the industry for 2 years, and has been licensed in Arizona and Texas. Connor holds the Series 7TO, SIE, and Series 66 licenses. Connor is registered with the Securities and Exchange Commission (SEC) and is also registered in 53 states and territories. Connor specializes in providing financial planning, pension consulting, asset allocation advice, and portfolio management for businesses, individuals, and investment companies. Connor has also been involved in providing investment advisory services to investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities.

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Cooper Dreifort is a registered representative with Morgan Stanley. Cooper has a Series 7TO, Series 63 and SIE license. Cooper has been in the industry for less than a year. Cooper's current branch is located in GILBERT, AZ. Cooper's specialties include asset allocation, financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies and pension consulting.

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ADVISOR BIO

Corbett Laduke is a financial advisor at Trajan Wealth, LLC, a firm with offices in Scottsdale, AZ. Corbett has been in the financial industry since 1995, and has a broad range of experience, including financial planning, portfolio management for individuals and investment companies, and educational seminars. Corbett is a Certified Financial Planner and holds Series 63, 66, 7 and 8 licenses. Corbett has been registered with the state of Arizona since July 2016. Corbett's primary focus is on high-net-worth individuals, although Corbett also works with individuals other than high-net-worth, and investment companies. Corbett works with clients to develop customized financial plans that meet their unique needs and goals. Corbett is committed to providing clients with personalized, comprehensive advice, and ongoing support.

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Corey Acker is a financial advisor registered with Morgan Stanley. Corey's experience in the industry spans over 10 years. Corey is a graduate of Northwestern University and holds the Series 66, Series 7TO, Series 9 and Series 10 licenses. Corey has also passed the SIE exam. Corey is registered with FINRA and is licensed to conduct business in 55 states. Corey's professional expertise includes providing asset allocation advice, financial planning, pension consulting, portfolio management for individuals, businesses and investment companies and conducting educational seminars. Corey is also the owner of a repurposed wood art business.

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