David Meyer is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Securities America Advisors and Legal Shield. In addition to his advisory role, he participates in philanthropic planning organizations and various business networking groups. OSAIC serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and charities, offering brokerage and advisory services, financial planning, and access to third-party money managers and investment platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios with a range of investment products.

Jamie Cain is a financial advisor with OSAIC based in Scottsdale, AZ. He holds Series 63 and Series 66 credentials and has 21 years of industry experience, including 19 years at Woodbury Financial before joining OSAIC in 2024. 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 multiple advisory platforms. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Phyllis Kubey is a financial advisor with OSAIC in Scottsdale, AZ, holding four years of industry experience. She has been self-employed since 1989 and joined OSAIC in 2024. Outside of her advisory role, Kubey is president of the New York State Society of Enrolled Agents, serves as vice president on the board of Voices of Ascension, and works as a semi-retired musician and teacher of the Alexander Technique. OSAIC serves a diverse range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs sophisticated portfolio construction tools and supports various managed account solutions, with a complex platform structure that includes multiple mergers and private-equity ownership.

Jennifer Dugan is a Series 66-licensed financial advisor at OSAIC with 17 years of industry experience. She has been with OSAIC since 2015. Outside of her advisory work, she serves as an instructor for glass fusing classes at the Phoenix Center for the Arts. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios across multiple asset classes, and supports a variety of advisory platforms and third-party solutions.

Dori Hammond is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. Prior to joining Osaic Wealth in 2023, Hammond spent 21 years with FSC Securities Corporation. Outside of advisory work, Hammond serves as a non-public arbitrator for FINRA. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party managers, managing portfolios with a wide range of investment options.

Rebecca Flint is a ChFC® with 30 years of experience in the financial services industry. She is currently affiliated with OSAIC and has previously worked at Securities America Advisors and U.S. Bancorp Investments, Inc. Flint is involved in community organizations, including serving as a board member of the CHI Health Missouri Valley Medical Services Foundation and as a member of the Kiwanis Club of Southwest Omaha. Outside of finance, she heads a small local apple pie sales venture. OSAIC serves a diverse client base including retail and institutional investors by offering a range of integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party platforms to support customized portfolio management for its clients.

Andrew Thom is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Lincoln Financial since 2015 and joined OSAIC in 2025. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers diverse services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Brian Pearce is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including SagePoint Financial, LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and First Clearing. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and utilizes various tools such as asset-allocation models and automated rebalancing to construct client portfolios.

Grant Keeler is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wells Fargo Investments. 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 integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and strategies to construct portfolios across a broad range of asset classes.

Shawn Mihal is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Funds Distributor Inc, LPL Financial, and Advisor Group. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Daniel Vinson is a financial advisor with OSAIC based in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His work history includes roles at Advisor Group since 2017, Innovation Partners LLC from 2013 to 2016, and Black, Gould & Associates since 2005. He is also involved as an agent in health insurance sales on a commission basis. OSAIC serves a diverse client base, including retail and institutional investors, and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and risk assessments to construct portfolios and supports multiple advisory platforms and third-party solutions.

Melissa Taylor is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Sage Point Financial. OSAIC serves a diverse range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisors. The firm uses a variety of asset allocation tools and third-party platforms to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Kristian Michael is a financial advisor at Osaic Wealth Inc. based in Scottsdale, AZ, holding a Series 66 credential with 12 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for 12 years. Outside of his advisory role, he owns Dean’s Mourning Wood, LLC, a business specializing in custom hand-made wood furniture and pet caskets. Osaic Wealth Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and a variety of portfolio management options.

Michael Hodson is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 16 years of industry experience. His prior firms include Securities America, Inc., MML Investors Services, IDC Investor Services, Tobin & Company Securities LLC, and WealthForge. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses various asset allocation and portfolio construction tools, supporting discretionary and non-discretionary management alongside diverse investment options.

Jennifer Brunner is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Sii Investments and Securities America Advisors. Brunner has been with OSAIC since 2024. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Ashley Kugel is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. She has been affiliated with OSAIC since 2024 and previously worked with Securities America Inc. for ten years. OSAIC serves a diverse clientele including retail and institutional investors through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by firm-provided asset-allocation tools and access to third-party money managers.

Curtiss Tharp is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lincoln Financial Securities Inc, Global Value Investment Corp, and Ross, Sinclaire & Associates, LLC. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment types, offering both discretionary and non-discretionary account management.

Bradley Hickman is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 12 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include various asset classes on discretionary or non-discretionary terms.

Nathan Glenn is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for nine years before joining OSAIC in 2025. 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 with a range of investment options and uses various tools and third-party platforms to support portfolio construction and management.

William Ugalde is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes tenures at Sagepoint Financial, Inc. and Sunamerica Securities, Inc., spanning over two decades. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.