Shannon Dyson is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 24 years of industry experience. Prior to joining OSAIC in 2023, Dyson worked at FSC Securities Corporation and its affiliated entities from 2007 to 2023. Dyson also serves as a Notary Public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors. The firm utilizes advanced asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.

Theresa Heim is a financial advisor at OSAIC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes over two decades at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Drew Knutson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ. He holds a Series 66 designation and has seven years of industry experience. His prior work includes time at Securities America, Inc. and Alorica. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Pedro Benavides is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Advisor Group and SUNY Albany, and he served in the US Army for nine years. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and portfolio management solutions across various investment types.

Lana Ledlow is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Lorena Kelley is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Sagepoint from 2015 to 2023. Outside of her advisory role, she is also licensed in real estate sales with Keller Williams Realty, focusing on property transactions during weekends. OSAIC serves a wide 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, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include various asset classes.

Elsa Bruno is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at FSC Securities Corp. for 13 years before joining OSAIC in 2023. Bruno serves as a volunteer member of her children's elementary school governance council, participating in monthly meetings to discuss the school's strategic direction. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, 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, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Mcray Collett is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked at Sagepoint Financial, Inc. and Benefit Air Conditioning LLC prior to his current role. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services via multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types, and supports both discretionary and non-discretionary account management.

Shawn Walczak is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 14 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset types on both discretionary and non-discretionary bases.

Katherine Melendez is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at American Portfolios Financial Services Inc. and Equitable Advisors. 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 asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of investment products.

Allison Sukup is a financial advisor with OSAIC, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc. Outside of advisory activities, she hosts and appears as a guest on various podcasts discussing topics such as art, television shows, books, and movies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across a range of asset classes.

Joan Knight is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Sage Point Financial and Lincoln Financial Advisors Corp. 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 through multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios.

Catherine Anderson is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors, Kohl's, and Nationwide Securities LLC. 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 advisory services using a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Shon Houston is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America, Inc. from 2018 to 2024. Outside of his advisory role, he serves as a data integrity analyst for another registered investment adviser. OSAIC serves a broad mix of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with an emphasis on asset-allocation tools, risk-tolerance assessments, and automated rebalancing across diverse investment types.

Victoria Printz is a financial advisor with OSAIC in Scottsdale, Arizona, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Royal Alliance, AXA Advisors, AXA Equitable, Bridgemark Strategies, LPL Financial, and Texas Legacy Wealth Management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers and wrap programs.

Michael Granger is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for eight years and at the Delaware Claims Processing Facility for two years. Osaic Wealth 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 investment advisory services supported by a range of asset-allocation tools and access to third-party managed accounts.

Jacqueline Reinert is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and previously worked for Waddell & Reed Inc. for 12 years and Sagepoint Financial, Inc., where she also serves as a Regional Supervision Manager. 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 through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various investment types.

Elisabeth Collins is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Securities Corporation and Janney Montgomery Scott. 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 platforms to manage portfolios across various investment types.

Morgan Edlund is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, Morgan worked at Woodbury Financial Services INC for three years. Outside of advisory work, Morgan is involved with the Duluth Whiskey Project and St. Croix Wealth Management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party money managers.

Tracy Howard is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2025, Tracy worked for Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 20 years. Outside of work, Tracy serves as successor trustee for a family trust. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs advanced asset-allocation tools and provides access to multiple investment platforms and third-party money managers.