Carter Mengedoth is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at LIQD Investments and Speedway Junk Removal, among others. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization.

Kelsey Bejar is a financial advisor at Osaic with six years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and The Henne Financial Group. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools across multiple investment programs.

Matthew Logan is a Series 66-licensed financial advisor at Osaic with three years of industry experience. His prior work includes roles at Woodbury Financial Services and LIQD Investments, where he also serves as an analyst and client coordinator. He has additional experience in various operational capacities within the financial services sector. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization using advanced analytical tools and multiple management strategies.

Alexander Blasi is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at THE Vanguard Group, Inc. and LHM Financial. His background also includes roles outside finance, such as positions at Camp Lenox and Kyrene School District. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by technology tools, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Michael Cummiskey is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent over three decades at Fortis Investors, Inc. Outside of his advisory role, he is the owner of Paradise Valley Wealth Management, Inc., which provides insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm's investment approach incorporates model-based asset allocation and portfolio optimization with solutions ranging from Unified Managed Accounts to third-party money manager programs.

Matthew Wochos is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LIQD Investments, Woodbury Financial Services, and The Henne Financial Group. Outside of his advisory work, he is the managing member of MKG Advisors, LLC, a non-investment related entity, and assists Paradise Valley Wealth Management in advisory and operational support. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through various programs and emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.