Brandon Vecchio is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years with Securities America Advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing a variety of asset-allocation tools and third-party manager solutions to construct portfolios tailored to client risk tolerance and investment objectives.

Ryan Taccolini is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. He has worked at Securities America Inc. since 2013 and is involved with Paragon Sanitation Inc. in a non-investment capacity. Taccolini also serves in a compliance role within Securities America Advisors. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by proprietary asset-allocation tools and third-party solutions, managing portfolios that include various investment types on both discretionary and non-discretionary bases.

Seth Wolnek is a CFP® professional with 29 years of industry experience. He is currently affiliated with OSAIC and has a long tenure at First Financial Group, where he has worked since 1997. Wolnek serves on the board of the Birmingham Jewish Federation, a nonprofit organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various tools for portfolio construction and supports multiple advisory platforms, including unified managed accounts and model portfolios.

Steven Perry is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 15 years of industry experience. He previously worked at LPL Financial and is currently involved with Mariner Independent Advisor Network, where he provides investment advisory services. Perry also serves as a board member of the Vista Elks Lodge #1968, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset allocation tools, efficient-frontier analysis, and automated rebalancing to manage a broad range of investment products.

Nicholas Miller is a financial advisor at Osaic with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Principal Securities, Principal Life Insurance, and Waddell & Reed. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Joseph Wilson is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc., Securities Service Network, Inc., Questar Capital Corporation, and Questar Asset Management. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services featuring integrated brokerage, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management solutions.

Scott Griffiths is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Sage Point Financial and Feltl and Company. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Scott Andersh is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has prior work history with Securities America, Inc., Securities America Advisors, Axa Advisors, LLC, and several other financial firms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple investment types.

Todd Pollock is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for FSC Securities Corporation for 13 years before joining OSAIC in 2023. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party management platforms to construct customized portfolios.

Michael Raiten is a ChFC® credentialed financial advisor with four years of industry experience, currently with Osaic Wealth, Inc. He previously worked for American Portfolios Advisors, Inc. for 13 years and has a longstanding affiliation with The Prudential Insurance Company of America since 1974. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment vehicles.

Michael Holliday is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Sagepoint Financial, Inc. since 2009 and was previously with OSAIC Services, Inc. for 17 years. Outside of finance, he owns a small baking business that sells homemade goods upon request. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated advisory and brokerage services through a large network of affiliated advisers and multiple platforms.

Mark Weinstein is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and over 21 years of industry experience. His prior roles include positions at Royal Alliance Associates, Grove Point Investments, E*TRADE Securities, Spire Securities, and LPL Financial. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party managers, utilizing a variety of asset-allocation tools and investment platforms.

Jeffrey Nome is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Lincoln Financial Advisors since 2013 and joined OSAIC in 2025. OSAIC serves a wide range of clients including individual, high-net-worth, pension, corporate, and charitable accounts, offering integrated brokerage, advisory services, financial planning, and access to multiple third-party investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across a broad set of investment options.

Roger Verboon is a financial advisor with OSAIC based in Scottsdale, AZ, and has 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades. There are no noted outside business activities. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management strategies across multiple investment products.

Stacy O’keeffe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked with Woodbury Financial, Royal Alliance Associates, FSC Securities Corporation, and Sagepoint Financial. O’keeffe serves as president and chair of the OSAIC Foundation, where she is involved in community activities and foundation governance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to multiple investment products and third-party managers.

Alan Bunn is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth, Inc. and has worked at Lincoln Financial Network since 2014. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and various advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management solutions.

Matthew Ryan is a financial advisor at Osaic Wealth Inc. with four years of industry experience. He holds a Series 66 designation and has prior work history at UBS Financial Services Inc., DoorDash, Instacart, and Civana Wellness Resort and Spa. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment types.

Christopher Loy is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Osaic in 2023, he worked at FSC Securities and E*TRADE in various capacities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a wide network of advisers, utilizing asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisors, LLC. Outside of finance, she has been involved with Cigar City Crossfit. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party solutions to manage portfolios.

Joseph Koenig is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web publishing, ebooks, traditional books, and custom product merchandising. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.