Tami Carley is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Allianz Life Financial Services, Thrivent Financial, and RBC Capital Markets. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and proprietary investment strategies.

David Fellows is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2008 and also operates Fellows Tax & Financial Service, which provides tax preparation, accounting, and non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Richard Liberante is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Kestra Advisory and SII Investments. Outside of advising, Liberante is a business owner selling bulk items on Amazon and an author of "Climbing Your Way to Wealth Investment." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, utilizing a mix of discretionary and non-discretionary strategies supported by research and operational tools.

Devon Gillard is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation and bringing approximately two years of experience in the financial industry, including prior roles at Morgan Stanley and The Vanguard Group. His work history also includes positions outside of finance in automotive and real estate sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth levels, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Kyle Hedwall is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 65 and Series 63 licenses and having six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has served in leadership roles at several ministries, including Marketplace Ministries since 2021. Hedwall is also an ordained minister. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by unaffiliated asset managers.

Angela Mcdonald is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding the Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Murphy is a Series 66-licensed financial advisor with eight years of industry experience, currently with OSAIC since 2023. He previously worked at SagePoint Financial and Thrivent Financial among other firms. Outside of his advisory role, he serves on the board of Homeless Engagement Lift Partnership and is a member of the Men's Board for the Fresh Start Women’s Foundation, both charities focused on social support initiatives in the Phoenix area. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. Its investment approach includes model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and alternative investments.

Mariah Hess is a financial advisor at LPL Financial based in Scottsdale, AZ. She holds a Series 66 designation and has been in the industry since 2023, with prior experience at Wealth Enhancement Group. Her background also includes positions at Arizona State University, 6Smith, and Mound Westonka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and utilizes various investment platforms and tools.

Craig Cunningham is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Michael Metts is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 48 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Scott Pfotenhauer is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory role, he has a private company named A EYE-VISION. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Edward Walters is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 66 and Series 63 licenses with 29 years of industry experience. Before joining Morgan Stanley in 2025, he spent nearly three decades at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he is the sole proprietor of ECW Properties LLC, an investment-related venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured discovery conversations and planning tools, offering advisory support without providing individual security recommendations as part of standalone planning.

Jennifer Graff is a financial advisor with Merrill based in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jason Mc Quown is a financial advisor with Osaic Wealth Inc and holds a Series 65 designation. He has one year of industry experience, having previously worked at Kestra Advisory Services, LLC for one year. Outside of finance, he has been employed with Westerville City Schools since 2003. Osaic Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization, supported by various tools, and is notable for its scale, affiliate network, and recent consolidation activity.

Michael Gatti is a CFP® with 18 years of experience in the financial industry. He joined OSAIC in 2024 after working at Triad Advisors for six years and Northstar Securities for one year. OSAIC Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process incorporates model-based asset allocation, portfolio optimization, and multiple program offerings delivered through an extensive affiliate network.

Glenn Buelt is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 designation. His career includes roles at Frank Russell Company, Securities America Advisors, and KMS Financial Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

Jacob Mcfarlane is a financial advisor at Osaic Wealth based in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Colorado Financial Service Corporation, Sagepoint Financial, Advisor Group, and Bank of America. Before entering finance, he worked at Legacy Golf Resort for three years. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment approach with options for discretionary management, third-party managers, and alternative investments.

Cody Whiren is a Planning Consultant at Fidelity Investments, where he works directly with in-book clients to guide them through key decisions that contribute to a confident retirement. His role involves reviewing comprehensive retirement analyses, building tax-efficient investment strategies, and designing sustainable income plans tailored to each client's goals. He collaborates closely with financial advisors to develop and implement holistic financial plans that support long-term financial well-being. Before his current position, Cody served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2024 to 2025. This progression reflects his growing experience in client relationship management and financial planning within the firm. Outside of his professional work, Cody's personal interests include camping, comedy, football, and hiking.

Rebecca Sanchez is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held multiple roles within Fidelity, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, and Relationship Manager in 2021. Prior to joining Fidelity, she worked at Charles Schwab as an Associate Financial Consultant from 2019 to 2021 and as a Financial Consultant Academy Trainee from 2018 to 2019. Rebecca's professional focus involves collaborating with clients to understand their current financial situations and identifying gaps that may hinder their progress toward their financial goals. She aims to partner with clients to establish more financially efficient futures and acts as an advocate for clients and their loved ones. She holds a California Insurance License.

Daniel Hunter is a Series 66 licensed advisor at Osaic Wealth with 13 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for over a decade. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization tools and supports a range of investment strategies and third-party manager programs.