Kevin Axelson is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 66 designation and has worked extensively at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. He also serves as a home office supervisor, overseeing advisory representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of asset allocation tools and third-party solutions to construct diversified portfolios for its clients.

Mai Han Shultz is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers a range of services including brokerage, investment advisory, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

Vincenzo Leto is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates, Axos Clearing, TD Ameritrade, and New York Life Investment Management. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a range of investment options across multiple platforms.

Eric Schaber is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. Outside of his advisory work, Schaber owns Junkyard Mike's Bully Rescue, a dog rescue organization focused on caring for shelter dogs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers.

Ian Bates is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 15 years of industry experience. His work history includes multiple roles at Advisor Group and a contractor position with Edelman Financial Engines. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management.

Dawn Larson is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked with Securities America Advisors, Inc. for 15 years and Thirty-One Consultant for 15 years. Larson serves on the board of her homeowners association, focusing on neighborhood event logistics. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a variety of asset allocation tools and portfolio management strategies.

Michael Morrow is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation, Lincoln Financial Advisors, M&T Securities, Wilmington Trust, and Capital One Investing. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios across multiple investment types.

Lisa Hudson is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2023, she worked at LPL Financial, Commonwealth Financial Network, and TD Ameritrade, among other roles. Outside of advising, she operates two internet sales businesses focused on identifying companies for possible involvement in e-commerce. OSAIC serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services supported by asset-allocation tools and third-party managed account solutions.

Melissa Nelson is a Series 66-licensed financial advisor at Osaic with 21 years of industry experience. She previously worked at Triad Advisors, Inc. for 11 years before joining Osaic in 2024. Outside of her advisory role, she is a group fitness instructor. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and inclusion of various investment types.

Troy Paradis is a financial advisor at OSAIC with 18 years of industry experience and holds the Series 66 designation. He previously worked for Securities America Advisors, Inc. from 2009 to 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

Christopher Elardo is a financial advisor with OSAIC based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of his advisory role, he serves as President of Metuchen Youth Football & Cheer, a nonprofit organization. OSAIC serves a broad range of clients including individuals, high-net-worth investors, and institutions through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolio construction using various asset classes and third-party money managers.

Scott Hernberg is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Osaic since 2013. 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 advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and a variety of investment options across discretionary and non-discretionary accounts.

Ryanmichael Griffin is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Advisor Group in 2022, he worked at several firms including Mass Mutual Life Insurance Co and Hantz Financial Services. Outside of financial advising, Griffin is the sole author of a children’s book titled "Braylan's I-Can-Be Book," which was independently published in 2021. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managers to construct and manage portfolios across multiple asset classes.

Gregg Rencher is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently affiliated with OSAIC in Scottsdale, AZ. His previous experience includes 15 years at Allstate Insurance Company and 8 years at Royal Alliance. Outside of advisory duties, he serves as a board member of a homeowners association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of investment types, managing accounts on both discretionary and non-discretionary bases.

Wesley Brown is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Inc. and TD Ameritrade. In addition to his advisory role, he is also involved in the sale of life insurance and annuities. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment vehicles on both discretionary and non-discretionary bases.

Tamim Wali is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including SagePoint Financial, Equitable Advisors, Merrill, and Bank of America. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. Its advisers use asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various investment types.

Kristina Larsen is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Securities America, Inc. and Allstate Financial Services, LLC. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of asset-allocation tools and investment options, supporting both discretionary and non-discretionary account management.

Jay Stainsby is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at FSC Securities Corporation, Pinpoint Global Communications, Cetera, and Foresters Financial Services. Outside of his advisory work, he serves as an independent consultant to Pinpoint Global Communications, providing insights on training and compliance systems. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Adam Wilson is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities, Lincoln Financial Advisors, and LPL Financial. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Syed Quadri is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Advisors Group, TrueLine, Wells Fargo, and Fidelity Investments. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.