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Charlotte Elizabeth Rocchio is a financial professional with Osaic Wealth, Inc. Charlotte is based in Scottsdale, AZ and has been active in the industry since March 2024. Charlotte has earned her Series 99TO and SIE licenses and specializes in a number of areas.

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Chase Addison Bodenhorn is a financial advisor registered with Vanguard Advisers, Inc. Chase has been working in the financial industry since September 4, 2020. Chase is licensed to provide investment advice in 53 states and the District of Columbia. Chase is also registered to provide investment advice in Texas and Arizona.

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Chase Gelardi is a financial advisor with Meridian Wealth Management, LLC, a firm with offices in Scottsdale, AZ and Lexington, KY. Chase has been in the financial services industry since August 2008 and has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Chase is a Certified Financial Planner™ and holds the Series 6, 7, and 63 licenses.

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Chelsea Mapes is an Investment Advisor Representative at Vanguard Advisers, Inc. Chelsea has been in the industry since July 2018 and holds a Series 7, Series 63, and Series 66 licenses. Chelsea is registered in Arizona and Texas. Chelsea specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Chelsea can assist you with financial planning, portfolio management, and selection of other advisors.

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Chelsea Chartrand is a registered investment advisor representative with Vanguard Advisers, Inc., located in Scottsdale, Arizona. Chelsea has been in the financial services industry since February 9, 2017. She is licensed to provide financial advice in Arizona and Texas.

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Cheri Montgomery is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with over 10 billion dollars in assets under management. Cheri has been in the financial industry since 2014 and is registered with the state of Arizona as an investment advisor representative and a broker-dealer. Cheri is also registered in California, Colorado, Iowa, Minnesota, Montana, Nebraska, Nevada, South Dakota, Texas, Washington and Wyoming.

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Cheri Keene is a financial advisor with over 15 years of experience in the industry. She currently works with LPL Financial LLC and has previously worked with Zions Direct, Inc. and Northern Trust Securities, Inc. Cheri Keene has a wide range of certifications including Series 6, 7, 63, 66, and SIE. Cheri Keene has an active registration with 16 states including Arizona, California, Colorado, Idaho, Missouri, Montana, New Mexico, Ohio, Oregon, Pennsylvania, Tennessee, Texas, and Utah. Cheri Keene offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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Cheryl Gruetzmacher is a financial advisor with Balboa Wealth Partners, Inc. Cheryl has been working in the financial industry since 2006, and has experience with a variety of firms, including Wells Fargo Advisors, LLC, UBS Financial Services Inc. and Merrill Lynch. Cheryl holds Series 66, Series 7 and SIE licenses. Cheryl is registered to provide investment advisory services in California and Texas. Cheryl specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

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Cheryl Lynne Woodring is a financial professional with over 25 years of experience in the industry. Cheryl has a wide range of experience working with individuals, high net worth individuals, corporations, and institutions. Cheryl is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked with UBS Financial Services Inc. and RBC Capital Markets, LLC. Cheryl is licensed to conduct business in several states across the country.

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ADVISOR BIO

Cheyenne Janel Gonzalez is a registered representative and investment advisor representative with Cetera Investment Advisers LLC in Scottsdale, Arizona. Cheyenne is a financial professional who has been in the industry since February 2022. Cheyenne has passed the Series 7TO, Series 66 and Series 24 exams. Prior to joining Cetera Investment Advisers LLC, Cheyenne was with Triad Advisors LLC and Securities America, Inc. Cheyenne specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Cheyenne is also a registered administrator with Wilde Wealth Management Group.

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