Corey Brodsky is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Northern Lights Distributors, W.E. Donoghue & Co., and Massmutual. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various investment vehicles on both discretionary and non-discretionary bases.

Teresa Schlinger is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. prior to joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering brokerage, advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Glenn Pollack is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Advisor Group, PlanMember Securities Corporation, Cetera Advisor Networks LLC, and Girard Securities, Inc. He is currently based in Scottsdale, AZ. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Chad Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes 14 years at Sagepoint Financial, Inc., as well as prior roles at Charles Schwab, Chase Investment Services Corp., and Banc One Securities Corporation. Johnson is based in Scottsdale, Arizona. 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 a broad range of advisory services and uses various tools and platforms to construct portfolios tailored to clients’ risk tolerance and investment goals.

John Clayton is a financial advisor at OSAIC in Scottsdale, AZ, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triad Advisors, Inc., Valic Financial Advisors, and Truist Investment Services. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers. The firm provides integrated brokerage and advisory services, including financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Krista Iverson is a Series 66-licensed financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, with 24 years of industry experience. She worked at Woodbury Financial Services, Inc. from 2008 to 2024 before joining Osaic in 2024. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and third-party solutions to construct portfolios tailored to clients' risk tolerance and investment restrictions.

Michael Lammers is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Securities America. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-assessment methods to construct portfolios that may include a range of investment products managed on discretionary or non-discretionary bases.

Andrew Mcvay is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Woodbury Financial and Securities America, Inc. 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 with a range of portfolio management options supported by firm-provided asset-allocation tools and access to third-party managers.

Cindy Tibbles is a Series 66-registered financial advisor with seven years of industry experience. She is currently with OSAIC and previously worked at Securities America Advisors and Cardinal Health. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Dallas Brignone is a financial advisor at Osaic Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Markets, Inc., Robinhood Financial, LLC, and E*TRADE Securities LLC. Outside of finance, his background includes roles in marketing and produce sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, emphasizing a complex corporate structure with integrated third-party service arrangements.

Conrad Herman is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with FSC Securities Corporation and Fsc Agency before joining OSAIC in 2023. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset types and supports multiple advisory platforms and third-party managed-account solutions.

Richard Chase IV is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018, following two years at JHFN SII. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs tools such as asset-allocation models and automated rebalancing to manage portfolios.

Daniel Krieg is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities Corp and Lincoln Financial Advisors for 23 years. Outside of his advisory career, he has been involved with Oley's Pizza since 1995. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios tailored to client needs.

Matthew Bassuk is a financial advisor at OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at SagePoint Financial, Independent Financial Group, and several firms within the Cetera network. 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 advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Alan Pederson is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Since 2014, he has worked with SagePoint Financial. Osaic Wealth, Inc. 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 and multiple advisory platforms. The firm offers a broad range of brokerage and advisory services, portfolio construction tools, and access to third-party money managers and wrap programs.

Kristin Mavis is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 15 years before joining OSAIC. 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, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across a wide range of investment types.

Robert Stuber is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 13 years. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts across a wide range of investment products.

Carmen Richards is a financial advisor at Osaic Wealth Inc. based in Scottsdale, AZ, with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eleven years. Osaic Wealth, Inc. 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 investment advisory services and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios with a range of investment options.

Fred Genge is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked at Advisor Group since 2013 before joining OSAIC in 2023. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools and automated rebalancing to manage portfolios comprising a broad range of securities.

Kenneth Clowers is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Securities America, KMS Financial Services, and Signator Investors. Clowers maintains an insurance license issued by the State of Washington but has not conducted insurance business for many years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and 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 investment types and supports multiple advisory platforms.