ADVISOR BIO

Cleveland Leray is a financial advisor with over 25 years of experience in the industry. Currently, Cleveland is an Investment Advisor Representative at Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Cleveland was an Investment Advisor Representative at TRIAD ADVISORS LLC. Cleveland has a broad range of experience and specializes in a number of financial areas.

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ADVISOR BIO

Clifton Langbecker is an investment advisor representative with Wells Fargo Clearing Services, LLC in Scottsdale, Arizona. Clifton has been in the financial services industry since 1986, and has a Series 7 and Series 63 license, as well as the Uniform Investment Adviser Law Examination (Series 65). Clifton is also a Certified Financial Planner.

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ADVISOR BIO

Clifton Kelly has been in the financial services industry since 1984. Clifton is currently registered as an Investment Advisor Representative with RBC Capital Markets, LLC. Clifton works at the Greenbrae, CA branch office of RBC Capital Markets, LLC. Previously, Clifton was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in MILL VALLEY, CA. Clifton's certifications include Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE. Clifton is licensed in Arizona, California, Colorado, Florida, Georgia, Illinois, Maine, Massachusetts, Minnesota, Montana, New Mexico, New York, North Carolina, Oregon, South Carolina, Texas, and Virginia.

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ADVISOR BIO

Clint Matthias Gossage is a Certified Financial Planner™ and a Chartered Financial Analyst® with over 10 years of experience in the financial services industry. Clint is registered with CMG Financial Consulting and provides financial planning and investment management services to individuals, families and small businesses. Clint is committed to helping clients achieve their financial goals through personalized financial plans, investment strategies and wealth management services. Clint holds Series 65, 66 licenses and is registered to provide investment advisory services in Arizona, California, Illinois, Louisiana and Texas.

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ADVISOR BIO

Coby Cress is a financial advisor at Beacon Pointe Advisors, LLC. Coby is registered with the state of Arizona. Coby specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and organizations. Coby has been in the financial industry since 2014 and has a deep understanding of the financial markets.

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ADVISOR BIO

Cody Rene Amis is a financial advisor registered with Stoker Ostler, a part of BMO Financial Group. Cody has been in the industry since 2002 and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Cody is a Certified Financial Planner and a Chartered Financial Analyst.

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ADVISOR BIO

Cody Flatt is a financial advisor with Morgan Stanley. Cody has been in the financial services industry since 2005. Cody is licensed to offer securities and investment advisory services in multiple states. Cody specializes in financial planning, portfolio management, and providing asset allocation advice to individuals, businesses, and investment companies.

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ADVISOR BIO

Cody Roe is an investment advisor representative with Vanguard Advisers, Inc. Cody has been in the financial services industry since June 2001. Cody has been registered with Vanguard Advisers, Inc. since September 2013. Cody has Series 6, 7, and 63 securities licenses, as well as the SIE exam. Cody is also a Certified Financial Planner. Cody's specializations include providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Cody William Clay is a financial advisor at Osaic Wealth, Inc. Cody has been in the financial industry for over four years and is registered with the state of Arizona. Cody is licensed to offer financial advice in several areas including financial planning, portfolio management for businesses and individuals, and pension consulting. Cody previously worked at SAGEPOINT FINANCIAL, INC. and J.P. MORGAN SECURITIES LLC. Cody has a strong background in financial services and is committed to providing clients with personalized financial advice.

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ADVISOR BIO

Cole Braden Gillespie is a registered investment advisor representative associated with LPL Financial LLC. Cole has been in the industry since November 2019. Cole has passed the Series 7TO, Series 66, and SIE exams and is registered in Arizona and California. Cole's practice is focused on working with a variety of client types including individuals, businesses, and charitable organizations. Cole works at the Scottsdale, AZ branch office of LPL Financial LLC.

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