Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior experience includes positions at J.P. Morgan Chase and Minnesota Life Insurance Company. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, strategic diversification, and the use of both third-party managers and digital advisory platforms.

Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Adrian Schultz is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 licenses with nine years of industry experience. His work history includes roles at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, and Vanguard. Bradley Wealth serves individual and high-net-worth clients with discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm emphasizes personalized asset allocation, fundamental analysis, and strategic diversification, incorporating third-party managers and digital platforms such as Betterment and Pontera.