Scott Griffiths is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Sage Point Financial and Feltl and Company. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Scott Andersh is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has prior work history with Securities America, Inc., Securities America Advisors, Axa Advisors, LLC, and several other financial firms. 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 utilizes various asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple investment types.

Robert Savage is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bankers Life Advisory Services, Bankers Life Securities, HD Vest Investment Services, and operating a law practice, Savage Law, PLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and various investment strategies.

Todd Pollock is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with FSC Securities Corporation since 2010 and joined OSAIC in 2023. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing tools such as asset-allocation models and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Raiten is a ChFC® credentialed financial advisor with four years of industry experience, currently with Osaic Wealth, Inc. He previously worked for American Portfolios Advisors, Inc. for 13 years and has a longstanding affiliation with The Prudential Insurance Company of America since 1974. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment vehicles.

David May is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones from 2006 to 2023 before joining Raymond James Financial. May is also involved with the Kiwanis Club of Scottsdale McCormick. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Holliday is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory work, he owns Holliday Baking Co., a business that sells homemade baked goods upon request. OSAIC serves a broad mix 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, retirement plan consulting, and access to third-party money managers and wrap programs.

Miguel Espinoza is a financial advisor with LPL Financial based in Phoenix, AZ, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and ONEAZ Credit Union. Espinoza also owns a small non-investment related business outside his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from both internal and third-party sources.

Mark Weinstein is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and over 21 years of industry experience. His prior roles include positions at Royal Alliance Associates, Grove Point Investments, E*TRADE Securities, Spire Securities, and LPL Financial. Osaic Wealth, Inc. 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. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party managers, utilizing a variety of asset-allocation tools and investment platforms.

Jeffrey Nome is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Lincoln Financial Advisors since 2013 and joined OSAIC in 2025. OSAIC serves a wide range of clients including individual, high-net-worth, pension, corporate, and charitable accounts, offering integrated brokerage, advisory services, financial planning, and access to multiple third-party investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across a broad set of investment options.

Patrick Walstad is a financial advisor at Charles Schwab with 27 years of industry experience. He has been with Charles Schwab since 2000 and Charles Schwab Bank since 2005. He holds the Series 63 and Series 66 designations and is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, supported by centralized custody and operational resources.

Roger Verboon is a financial advisor with OSAIC based in Scottsdale, AZ, and has 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades. There are no noted outside business activities. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management strategies across multiple investment products.

Stacy O’keeffe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked with Woodbury Financial, Royal Alliance Associates, FSC Securities Corporation, and Sagepoint Financial. O’keeffe serves as president and chair of the OSAIC Foundation, where she is involved in community activities and foundation governance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to multiple investment products and third-party managers.

Alan Bunn is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth, Inc. and has worked at Lincoln Financial Network since 2014. 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 and various advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management solutions.

Christopher Loy is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Securities and Fsc Securities. Loy is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing a range of investment products and platforms, supported by tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Catherine Scrivano is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. She is also president and owner of Casco Financial Group and volunteers as a presenter for the SIFMA Foundation to promote financial education. Additionally, she serves on the board and finance committee of Beatitudes Campus, a senior living organization, and participates in voter registration outreach with the Maricopa County Recorder’s Office. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party investment strategies.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisors, LLC. Outside of finance, she has been involved with Cigar City Crossfit. 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 investment advisory and brokerage services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party solutions to manage portfolios.

Joseph Koenig is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web publishing, ebooks, traditional books, and custom product merchandising. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Joseph Jaros Jr. is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024. Prior to that, he was employed at Securities America, Inc. for seven years. Outside of his advisory role, he works as an independent contractor rideshare driver for Uber. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers a variety of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment options on both discretionary and non-discretionary bases.

Emily Fiabane is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Royal Alliance Associates, FIS Global, and AXA Equitable. 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 advisory and brokerage services supported by asset-allocation tools, risk assessment, and access to third-party money managers.