Eric Stein is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation with 21 years of industry experience. He has been with Osaic since 2018 and previously worked at SII from 2016 to 2018. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a variety of investment types on both discretionary and non-discretionary bases.

Elizabeth Nicolaysen is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations with 29 years of industry experience. She has worked at OSAIC since 2023 and previously held positions at SagePoint Financial and Foresters Financial Services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to managed accounts and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Melissa Korth is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at Securities America Advisors, SECURITIES AMERICA, Inc., and Cetera Advisors LLC. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing, and offers access to third-party money managers and unified managed accounts.

Alysia Mcgee is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Fsc Securities Corp for 16 years and Truist Investment Services, Inc. for 3 years. 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. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a range of investment options.

Francis Shappard is a financial advisor with OSAIC based in Scottsdale, AZ. He holds the Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2002. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a range of asset-allocation tools and third-party services to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephanie Zemore is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Her prior experience includes roles at Woodbury Financial Services, Financial Planning Advisory Corp, Royal Alliance Associates, and Financial & Tax Planning Inc. Outside of her advisory work, she serves as a Notary Public in Genesee County, Michigan. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset allocation and portfolio management tools and supports both discretionary and non-discretionary accounts with access to various third-party money managers and wrap programs.

Samuel Bjellos is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services, Inc. for 12 years. Bjellos has Power of Attorney for his mother's estate. 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 through a large network of advisers, utilizing various investment platforms and third-party managers to construct portfolios tailored to client risk profiles and investment preferences.

Anne Mifsud is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with OSAIC since 1998. Outside of her advisory role, she serves as co-trustee of her parents' family trust. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account platforms.

Katherine Tunstall is a financial advisor at Osaic with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. In addition to her advisory work, she serves as an adjunct business professor at College of the Mainland, teaching business courses. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Mark Gross is a financial advisor with OSAIC based in Scottsdale, AZ. He holds a Series 66 designation and has 23 years of industry experience, including 25 years at FSC Securities Corporation prior to joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and uses various asset-allocation tools and third-party managers to construct and manage portfolios across a broad range of investment types.

Brett Megrue is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Royal Alliance Associates, Transamerica Financial Advisors, D.A. Davidson & Co., and Merrill. Megrue also serves as a limited agent managing investment accounts for individuals outside of his advisory role. OSAIC Wealth, Inc. provides services to a broad range of retail and institutional clients, offering integrated brokerage, investment advisory, and financial planning solutions through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party money managers to support diversified portfolio construction and management.

Trevor Ketelsen is a financial advisor with OSAIC based in Scottsdale, AZ. He holds the Series 66 designation and has 14 years of industry experience. Prior to joining OSAIC, he worked at Securities America Inc. for 19 years. 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 advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across a variety of investment vehicles, offering both discretionary and non-discretionary account management.

Hyman Lee is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation from 2012 to 2025. 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. The firm employs various tools and platforms to construct diversified portfolios tailored to client needs, including stocks, bonds, mutual funds, ETFs, and alternative investments.

Thomas Raguso is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Royal Alliance Associates since 2003 and Benefitscorp Equities, Inc. since 2002, and has been associated with One Orchard Equities, Inc. since 1997. Outside of finance, he is also a self-employed photographer with over three decades of experience. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and various advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a diverse set of securities, supporting both discretionary and non-discretionary account management.