Jim Doyle is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors for 12 years before joining Osaic. Osaic Wealth serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk assessment, and automated rebalancing in portfolio construction and supports various managed account solutions.

Joshua Stork is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company and has taught at Oregon State University. Outside of his advisory role, Stork serves as a sports official, owns a family farm and ranch, and coaches a nonprofit wrestling club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services, utilizing firm-provided asset-allocation tools and multiple third-party platforms to construct portfolios that span a range of asset classes and investment approaches.

Michael Bentley is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial, Wells Fargo Clearing, Wells Fargo Bank, Allstate Insurance, and Fidelity Brokerage Services. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing proprietary asset-allocation tools and third-party platforms to construct and manage portfolios.

Kevin Lawhead is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Franklin Baseball Club, Signator Investors, Inc., and Lincoln Financial. Outside of his advisory role, he manages a seasonal cabin rental on Airbnb. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports a variety of legacy programs and commercial arrangements.

John Dimonda is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes over two decades at Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to diversified investment platforms and third-party money managers.

David Schaal is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Securities America Inc., Securities America Advisors, TD Ameritrade, and Momentum Independent Network Inc. He also serves as a FINRA arbitrator, occasionally participating in arbitration panels for investment-related disputes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm employs a range of asset-allocation tools and third-party services to construct and manage portfolios across various investment types on both discretionary and non-discretionary bases.

Lori Bogatz is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Arbor Point Advisors and Hornor, Townsend & Kent, and has a long-term involvement with a family-owned heating and air conditioning business. 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 a broad range of advisory services and employs a variety of asset allocation tools and third-party solutions to manage portfolios across multiple investment types.

William Macdougall is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 14 years. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed-account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to build portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

Michael Cox is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Securities America, Inc., Securities America Advisors, Central Financial Services, and Ameritas Investment Corp. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports multiple investment platforms, including discretionary and non-discretionary account management.

Alex Roe is a financial advisor at OSAIC in Scottsdale, AZ, with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation for eight years. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Jennifer Lane is a financial advisor at OSAIC based in Scottsdale, AZ, with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services and Triad Advisor, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and managed-account solutions to construct portfolios that include various asset classes, with options for discretionary or non-discretionary management.

Daniel Pierce is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Minnesota Life Insurance Co, Heritage Financial Services, and Securian Financial Services Inc. Outside of finance, he owns several food service businesses and volunteers with the Lincoln Christian Schools Booster Club. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of portfolio management tools and options.

Robert Showalter is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 34 years before joining OSAIC in 2025. 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 provides a range of brokerage and advisory services, utilizing various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Yamada is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Cetera Advisor Networks, CWM, and Mutual of Omaha. Outside of finance, he was involved with Complete Weddings & Events for a decade. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Tami Carley is a financial advisor with Osaic Wealth Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Her prior roles include positions at Allianz Life Financial Services, Thrivent Financial, and RBC Capital Markets. 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 advisory services, utilizing multiple platforms and asset-allocation tools to construct portfolios that may include a wide range of investment products.

Jason Mc Quown is a financial advisor with OSAIC in Scottsdale, AZ. He holds a Series 65 designation and has been in the industry since 2025. Prior to his advisory career, he has worked with Westerville City Schools since 2003. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Michael Gatti is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with OSAIC in Scottsdale, AZ, where he has worked since 2024. His prior experience includes six years at Triad Advisors and roles at Northstar Securities. OSAIC 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, employing asset-allocation tools and automated rebalancing to manage portfolios across multiple investment types and platforms.

Glenn Buelt is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Frank Russell Company, Securities America Advisors, and KMS Financial Services. 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, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Jacob Mcfarlane is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. His prior firms include Charles Schwab & Co., Inc., Colorado Financial Service Corporation, and Advisor Group. Osaic Wealth serves a broad variety of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third‑party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios, with options for discretionary or non-discretionary management.

Daniel Hunter is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc, where he held roles related to investment advisory and program support. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services with multi-platform support, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.