Scott Long is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with OSAIC, having joined the firm in 2024, and previously worked at Securities America Advisors and Securities America Inc. OSAIC serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple investment types.

Brett Baker is a financial advisor at Osaic Wealth with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Baker also operates an insurance business as a sole proprietor. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and access to third-party managers to construct diversified portfolios tailored to client needs.

Holly Swihart is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors from 2006 to 2025. Outside of her advisory role, she hosts and provides housing as a service activity unrelated to investment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and various managed account solutions to construct portfolios across multiple asset classes.

Timothy Heaton is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Securities America Inc. since 2013 before joining OSAIC in 2024. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Jill Rolfe is a financial advisor at OSAIC with 20 years of industry experience. She holds the Series 66 designation and has worked at Securities America Inc. and OSAIC since 2014. Outside of her advisory role, she is involved with the Elks Club. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment products through multiple platforms and third-party managers.

Renee Berreth is a financial advisor at Osaic with 17 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Outside of her advisory role, she manages farm and ranch operations, including cattle herd management and land rental activities. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a broad network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary account management.

Michael Fleming is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2015. Fleming also serves as the executor for the estate of a family member. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Christopher Faust is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at SagePoint Financial, Bank of America, and Merrill. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset allocation tools, risk assessment, and access to third-party money managers.

Christopher Magnussen is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes roles at firms such as TD Ameritrade, Edward Jones, and Securities America Advisors. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors, offering integrated brokerage and advisory services through a broad network of affiliated advisors and multiple platforms. The firm employs various asset-allocation and portfolio construction tools, providing access to a wide range of investment options and third-party managed solutions.

Michael McPhail is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Jefferson Pilot Securities Corporation and Lincoln Financial Advisors. Outside of his advisory role, he provides caregiving services to an immediate family member. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms offering integrated brokerage, investment advisory services, and access to third-party money managers.

Peter Dutoit is a financial advisor at OSAIC based in Scottsdale, AZ, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Royal Alliance Associates, TD Bank N.A., TD Private Client Wealth, TD Ameritrade, and Foresters Financial Services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides integrated brokerage and advisory services with access to multiple investment platforms, third-party money managers, and employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Josh Schechter is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 designations. His career includes nearly 12 years at various Raymond James entities, followed by two years with Triad Advisors LLC before joining 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 provides integrated brokerage and investment advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Kathryn Goodman is a financial advisor at Osaic with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at PayPal, BancWest Investment Services, Bank of the West, and TD Ameritrade Clearing Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

William Buckley Jr. is a CFP® professional with 23 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his financial advisory role, he participates as a ground crew member for motor racing events with Compton Time & Measure, LLC. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

Barrington Boyd is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial, DiSys, Wells Fargo Clearing Services, Principal Securities, and TIAA-CREF. He is also a licensed insurance agent for life, annuity, and health insurance since 2004. 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, utilizing various asset-allocation tools and third-party platforms to support portfolio management across multiple investment types.

Lorena Olivas is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. She has worked at OSAIC across two periods totaling seven years and has prior experience with Republic Services and Chicanos Por La Causa, Inc. OSAIC serves a wide 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 employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Toni Michel is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and having 28 years of industry experience. Prior to joining OSAIC in 2024, Michel worked at Securities America Inc for 12 years. 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 tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include a range of investment products, managed on both discretionary and non-discretionary bases.

Denise Zumbrun is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 23 years of industry experience. Her prior roles include positions at SagePoint Financial, LPL Financial LLC, Citigroup, and other financial firms. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios that may include a wide range of securities and alternative investments, offering both discretionary and non-discretionary management options.

Cynthia Pelosi is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including FSC Securities Corporation, MassMutual Life Insurance Co., and LPL Financial. Outside of finance, she owns Prodigy Event Planning, a wedding and event planning business. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and advanced portfolio management tools.

Dmitry Goldin is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osaic since 2000. Goldin serves as a power of attorney for his parents' brokerage accounts. 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 provides integrated brokerage and advisory services with a range of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios across multiple platforms.