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Joseph J
Series 66
Scottsdale, AZ
OSAIC
Joseph Jaros Jr. is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024. Prior to that, he was employed at Securities America, Inc. for seven years. Outside of his advisory role, he works as an independent contractor rideshare driver for Uber. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers a variety of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment options on both discretionary and non-discretionary bases.
Emily F
Series 63, Series 65
Scottsdale, AZ
OSAIC
Emily Fiabane is a financial advisor at OSAIC with 12 years of industry experience. Her background includes roles at Royal Alliance Associates, FIS Global, AXA Equitable, and Capital Client Group. She holds Series 63 and Series 65 designations. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment types.
Susan R
Series 66
Scottsdale, AZ
OSAIC
Susan Roberts is a financial advisor at Osaic Wealth Inc. with six years of industry experience. She holds a Series 66 designation and has worked at several firms including NEXT Financial, Securities America, and Bank of the West. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.
Anthony P
Series 66
Scottsdale, AZ
OSAIC
Anthony Patino is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Securities America Advisors. Osaic Wealth serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and offers portfolio management with options for discretionary or non-discretionary control.
Eric B
Series 65, Series 66
Scottsdale, AZ
OSAIC
Eric Brown is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 65 and Series 66 registrations with five years of industry experience. He previously worked at Securities America, Prostatis Group LLC, and McPherson Financial Group. Outside of his advisory work, he volunteers on the fundraising committee for Unique Foundations, Inc., a nonprofit organization. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios, while supporting multiple platforms and third-party services.
Tom M
Series 63, Series 66
Scottsdale, AZ
OSAIC
Tom Mc Dermott is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His work history includes roles at Securities America Inc. from 2017 to present and Mutual of Omaha from 2010 to 2017. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary account management with a diverse range of investment options.
Victor S
Series 66
Scottsdale, AZ
OSAIC
Victor Sanders is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Advisors Corporation, Managed Account Services, LLC, and IPC. Outside of advisory work, he has modeled for Graco children's products on a part-time basis. Osaic Wealth, Inc. 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 plan consulting, and access to third-party money managers and wrap programs.
Arianna G
Series 66
Scottsdale, AZ
OSAIC
Arianna Galvin is a financial advisor at OSAIC in Scottsdale, AZ, with nine years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Capital One Advisors. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisors, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.
Erinn F
Series 63, Series 65
Scottsdale, AZ
OSAIC
Erinn Ford is a financial advisor at Osaic with 33 years of industry experience and holds Series 63 and Series 65 licenses. Her prior work includes roles at Securities America, KMS Financial Services, Cetera Advisors LLC, and Pacific West Financial Consultants. She serves as a board member of Premier Trust, a trust company affiliated with Ladenburg Thalmann. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with a variety of investment options.
Jarrod S
Series 66
Scottsdale, AZ
OSAIC
Jarrod Stewart is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and Inspirus Credit Union. Stewart is based in Scottsdale, AZ. 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 provides integrated brokerage and advisory services using various portfolio construction tools, third-party money managers, and both discretionary and non-discretionary account management.
Christopher K
Series 66
Scottsdale, AZ
OSAIC
Christopher Kirby is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and over 25 years of industry experience. He has worked with Securities America Advisors, Inc. for more than two decades and joined OSAIC in 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 offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage a range of investment portfolios across multiple platforms.
Derek T
Series 63, Series 66
Scottsdale, AZ
OSAIC
Derek Tryder is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, GWFS Equities, John Hancock Distributors LLC, and Putnam Investments. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.
Saeed Z
Series 63, Series 66
Scottsdale, AZ
OSAIC
Saeed Zarkharidi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he is involved in real estate as a licensed agent, assisting friends and family with buying and selling properties. 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, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.
Michelle B
Series 63, Series 65
Scottsdale, AZ
OSAIC
Michelle Brooks is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at SagePoint Financial, Raymond James Financial Services Advisors, and Peoples Bank. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Myron J
Series 66
Scottsdale, AZ
OSAIC
Myron Johnson Jr. is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He previously worked with Securities America Inc. for over a decade. Outside of his advisory role, he owns and operates MJ AUDIO, a DJ and sound engineering business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and offers access to third-party money managers and managed account solutions.
Victor M
Series 63, Series 66
Scottsdale, AZ
OSAIC
Victor Munoz is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and was previously employed at Sii from 2005 to 2018. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses a variety of asset-allocation tools and third-party services to construct and manage portfolios across a broad set of investment types, including stocks, bonds, options, mutual funds, ETFs, and alternatives.
Lindsay O
Series 63, Series 66
Scottsdale, AZ
OSAIC
Lindsay Olsen is a financial advisor at OSAIC with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Sagepoint Financial, LPL Financial, Waddell & Reed, and Scottrade. Olsen is based in Scottsdale, AZ. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.
Aiyisha A
Series 63, Series 66
Scottsdale, AZ
OSAIC
Aiyisha Adams is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and 66 licenses and 18 years of industry experience. Her prior roles include positions at SagePoint Financial, FSC Securities, and Lincoln Financial Advisors. Outside of advising, she is an independent ambassador for a health and wellness company and a contributing author to the book "Voices of Mothers of Black Sons." OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include various asset classes and third-party money managers.
Brian C
Series 63, Series 66
Scottsdale, AZ
OSAIC
Brian Clarke is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has worked at Royal Alliance since 2015. Outside of his advisory role, he officiates youth basketball games for the YMCA. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party managers, utilizing various tools and strategies to manage portfolios across a broad range of asset classes.
Patrick M
Series 63, Series 66
Scottsdale, AZ
OSAIC
Patrick Manion is a financial advisor with OSAIC in Scottsdale, AZ, holding the Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at UBS Financial Services and Cetera Investment Advisors. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.
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