Jonathan Belair is a financial advisor at OSAIC based in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial, American Enterprise Investment Services Inc, and Edward Jones. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated financial advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various investment types on both discretionary and non-discretionary bases.

Leslie Ayers is a financial advisor at Osaic with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as successor co-trustee for the Distefano Family Living Trust. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and advisory platforms. The firm uses a range of asset-allocation tools and offers integrated brokerage and advisory services, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Paulus is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Securities America, Inc. and TD Waterhouse Investor Services, Inc. prior to joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs various portfolio construction tools including asset-allocation models and automated rebalancing, with management available on both discretionary and non-discretionary bases.

Eric Porath is a financial advisor at OSAIC in Scottsdale, AZ, with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Minnesota Life Insurance Company. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes various tools and third-party services to construct portfolios tailored to clients' risk tolerance and investment objectives.

Debra De Long Urquhart is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior roles include positions at Securities America Advisors, Securities America Inc., H.D. Vest Insurance Services, H.D. Vest Investment Services, and Biggs & Dickinson Financial Services. OSAIC serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad adviser network, employing asset-allocation tools, risk-tolerance assessments, and portfolios that may include a range of securities managed on discretionary or non-discretionary bases.

Jarrod Blackwell is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His career includes roles at Cetera Investment Services LLC and Cetera Advisor Networks LLC, where he worked from 2000 to 2023, followed by a position at Triad Advisors from 2023 to 2024. OSAIC 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 advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing a range of asset allocation tools and investment solutions.

Michael Scott is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 16 years before joining OSAIC in 2023. OSAIC 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 advisory services through a large network of advisers, employing various investment strategies and tools to construct portfolios tailored to client needs.

Steven Van Domelen is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial and SII Investments prior to joining OSAIC. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a broad range of securities and investment vehicles.

John Corba is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Alliance Associates Inc. since 2000. Outside of his advisory role, he serves as president of a nonprofit religious organization, All Souls Unitarian Universalist Church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to construct and manage portfolios across a wide range of investment options.

Andrew Dixon is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including USAA Financial Advisors, Inc. and Advisor Group. Dixon also serves as a FINRA arbitrator on matters involving investment and employee complaints. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Jessica Lively is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corp. Outside of her advisory role, she serves as President of the Board for Rockfish Swimming and is a board member and parent representative for a local summer swim team. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts.

Michael Parker is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Woodbury Financial and Thornburg Securities Corp. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple investment types.

Valarie Washington is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corporation for 22 years before joining OSAIC in 2023. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Pamela Martin is a financial advisor at OSAIC with 29 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. 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 advisory services through a large network of financial advisers and employs a range of asset-allocation and portfolio management tools.

John Chambers is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ. He holds a Series 66 designation and has 26 years of industry experience. His prior roles include 17 years at FSC Securities Corporation and one year at PGIM Investments LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of asset classes, managing accounts on discretionary or non-discretionary bases.

Timothy Sisk is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at SagePoint Financial, Royal Alliance, Bank of America, Merrill, and Northwestern Mutual. He is also CEO of T Sisk Insurance Services, a fixed insurance provider focusing on life, medical supplement, dental, and cancer insurance. OSAIC serves a diverse clientele including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and various advisory platforms. The firm utilizes asset-allocation tools and third-party services to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options.

Brenda Allen is a financial advisor with OSAIC based in Scottsdale, AZ. She holds a Series 66 designation and has nine years of industry experience. Prior to joining OSAIC, she worked at Securities America Inc. for 12 years. Outside of her advisory role, she volunteers as a group director and facilitator for The Ultimate Journey, a program focused on mutual encouragement and spiritual growth. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Susan Grant is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Prudential, JP Morgan Chase Bank, and Valic Financial Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Caroline Wulff is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 15 years before joining OSAIC in 2023. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services and employs various asset-allocation tools, risk assessments, and automated portfolio rebalancing techniques.

Clarretta Morris is a financial advisor with OSAIC based in Scottsdale, AZ. She holds Series 63 and Series 66 designations and has seven years of industry experience. Her prior roles include positions at Securities America Advisors, TD Ameritrade, and Aerotek. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios using a range of investment tools and third-party platforms.