Dayne Quist is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial and Woodbury Financial Services from 2011 through 2019. Outside of his advisory roles, he has been involved with St. Croix National Golf Course since 2006. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and employs various asset-allocation tools and third-party solutions to construct and manage client portfolios.

Roman Zharov is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Osaic in Scottsdale, AZ, and has also been associated with Securities America Inc since 2013. He holds a position as a resident insurance producer in Nebraska. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm combines brokerage and investment advisory services with integrated financial planning and utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Jeffrey Rutherford is a financial advisor with OSAIC in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His previous roles include positions at SagePoint, Royal Alliance Associates, Inc., and Signator Investors, Inc. Rutherford holds real estate and life insurance licenses in Massachusetts but is not currently active in those businesses. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of advisors. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types and account structures.

Elizabeth Hawkins is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as one of two trustors and trustees for a family trust related to estate planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Kimberly Dale is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Lincoln Financial Advisors Corporation and Life Certain Wealth Strategies/Blue Sky Wealth Management. 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, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs.

Jennifer Draheim is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Advisor Group from 2015 to 2022. Draheim has been with OSAIC since 2022. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes various asset-allocation tools, risk assessments, and third-party solutions to construct and manage portfolios tailored to client needs.

Andrew Peick is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. He previously worked at Advisor Group, Inc. and has a long history in the food service industry with Old World Pizza/Bryde. Osaic Wealth, Inc. 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 affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation tools, risk assessment, and portfolio management across various asset classes.

Deborah Friedman is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses. She has 21 years of industry experience, including roles at SECURITIES AMERICA, inc., Securities America Advisors, TD Ameritrade, and UBS Financial Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple investment platforms and programs.

Sheila Gentile is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, Royal Alliance, and Foresters Financial Services. Outside of her advisory work, she sells items on the Poshmark platform. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Jill Sadler is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63, 65, and 66 credentials and with 26 years of industry experience. She has been with SagePoint Financial since 2015. Jill holds an individual Ohio insurance license but is not actively selling insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports multiple investment platforms and account management strategies.

Shelly Dukes is a financial advisor at Osaic with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including BTS Asset Management and Raymond James Financial Services. Outside of her advisory work, she serves as a bartender for the nonprofit Riverside Golf and Country Club. 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 with a focus on asset allocation, risk assessment, and portfolio management that includes a variety of investment types.

Matthew Russell is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Securities America Inc, Securities America Advisors, CUSO Financial Services, Raymond James Financial, and First National Capital Markets. He is based in Scottsdale, AZ. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools and risk-tolerance analyses to construct portfolios across multiple asset classes for both discretionary and non-discretionary management.

Anietie Ijoma is a financial advisor with OSAIC based in Scottsdale, AZ, holding the Series 63 and Series 66 licenses and bringing 11 years of industry experience. Anietie has worked at AIG since 2013. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios across different asset classes on both discretionary and non-discretionary bases.

Jennifer Johnson is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Cambridge Investment Research Advisors, and Morgan Stanley. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios across various asset classes.

Dru Ashcraft is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior work includes roles at Royal Alliance, Protective Wealth Management, LPL Financial, Associated Securities Corp., FSC Securities Corporation, and Placemark Investments. OSAIC serves a broad mix 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, using firm-provided asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Edward Curtin III is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience, currently serving at OSAIC since 2026. His prior roles include positions at The Leaders Group, Inc., Diversified Brokerage Services Inc., and John Hancock Distributors. OSAIC is a large wealth management firm serving retail and institutional clients through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct diversified portfolios across a range of investment types.

Andrea Martins is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and EMS, Inc. She is based in Scottsdale, AZ. 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 integrated brokerage and investment advisory services, utilizing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Benjamin Mitchell is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has prior experience with Securities America Inc. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage diversified portfolios that include a wide range of investment products.

Vanessa Gutierrez is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with OSAIC since 2012. Outside of her advisory role, she serves as trustee of her own living trust. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed account solutions.

Erin Richters is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Securities America, Inc. since 2016. Prior to her financial services career, she was employed by Starbucks from 2016 to 2017. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party money managers.