John Vipond is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and was previously affiliated with Securities America, Inc. for 26 years. 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, employing various tools and multiple advisory platforms to construct portfolios that include a range of investment types.

Bryan Shank is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Ameritas firms, Charles Schwab, TD Ameritrade, Amazon, Costco Wholesale Corp, and Convergys. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Melinda Sherwood Lewis is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, LPL Financial, and KMS Financial Services. In addition to her advisory work, she is employed seasonally as a host at Stevens Pass ski resort, assisting guests with directions and ticketing. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services with a focus on using asset-allocation tools, risk assessments, and diversified portfolios managed on discretionary or non-discretionary bases.

Antonio Escobedo is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Royal Alliance Associates and Thrivent Financial. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms. The firm utilizes asset-allocation tools and various portfolio management techniques, supporting both discretionary and non-discretionary accounts across a wide spectrum of investment products.

Hal Gilbert is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2004. Osaic Wealth, Inc. serves a range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports multiple platforms and managed-account solutions.

Mark Schneider is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has held roles at several firms, including Securities America, Inc. and Northwestern Mutual Wealth Management Company. Outside of his advisory work, Schneider volunteers with special needs sports activities, assisting coaches during games. Osaic Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory, and financial planning services through a broad network of affiliated advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and wrap programs.

Matthew Bragg is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Securities America, Inc. for 11 years before joining OSAIC. 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 uses various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Sandra Snyder is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. She has been with OSAIC since 2024 and previously worked at Securities America, Inc. from 2008 to 2024. Outside of her advisory role, she is involved in managing a real estate rental property in Parma, Ohio. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct portfolios that may include a range of asset classes managed on discretionary or non-discretionary terms.

Joseph Debono is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Waterhouse Investor Services Inc. Debono serves as a board member of VOB Youth Soccer in Smithtown, NY. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

James Ranweiler is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 designation and previously worked for Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management strategies across multiple platforms to support its large network of affiliated advisers.

Cathleen Bielawski is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 registrations and 27 years of industry experience. Her career includes 32 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, followed by roles at Sii and Royal Alliance Associates, Inc. OSAIC serves a broad range 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 asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.

Calvin Robinson is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior roles include positions at Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., and Goldbloom Wealth Management. He serves as a successor trustee for two family living trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisors. The firm employs a variety of investment platforms and portfolio management tools, offering integrated brokerage and advisory services with access to multiple third-party money managers and model portfolios.

Michael Vogt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Securities America Advisors. Outside of his advisory role, Vogt and his wife are licensed foster parents providing care through Cedars. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Kimberly Wahl Taylor is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 66 designation and previously worked for Securities America Advisors for 10 years. Outside of her advisory role, she is a partner in a family farm partnership from which she receives income but does not take an active role. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and platforms supported by firm-provided asset-allocation tools and third-party solutions.

Suzanne Miesse is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 66 designations and has worked with several firms including Securities America and Raymond James Financial Services. Ms. Miesse has been with OSAIC since 2024. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with financial planning and retirement consulting, utilizing proprietary tools and multiple investment platforms to construct and manage client portfolios.

Anthony Cerciello is a CFA® charterholder with 20 years of industry experience. He is currently affiliated with OSAIC, where he has worked in various roles since 2015, including positions at OSAIC SA, Inc. and Osaic FA, Inc. Cerciello’s prior experience includes work at Park Avenue Securities and Guardian Life Insurance. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of asset-allocation tools and portfolio management options across multiple investment vehicles.

Ejigayehu Mesfin is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Osaic, Mesfin worked for FSC Securities Corp. for 22 years. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Jane Lichtsinn is a financial advisor at OSAIC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial, LPL Financial, CX Institutional, Shipt, and Lincoln Financial Advisors. OSAIC serves retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, combining multiple platforms and third-party arrangements.

Cassandra Mcpherson is a financial advisor at Osaic Wealth Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services, Charles Schwab, and TD Ameritrade. Outside of advisory work, she is a partner and content creator for the podcast "Millennial Cringe," which focuses on millennial culture. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various tools and platforms to construct and manage client portfolios across multiple asset classes.

Jairo Acevedo is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked with AIG Advisor Group since 2015 before joining OSAIC in 2023. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios across a variety of asset classes.