Preston Schmidt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm integrates holistic, goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan,” while keeping planning and asset management services separate.

Victor Sanders is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Osaic, having joined in 2025, and previously worked at Lincoln Financial Advisors Corporation, Managed Account Services, LLC, and IPC. Outside of finance, he has worked as a model for Graco children's products. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting various strategies including discretionary UMA and third-party manager selections.

Arianna Galvin is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with nine years of industry experience. Her prior roles include seven years at Lincoln Financial Advisors and one year at Capital One Advisors, LLC. She began her advisory career shortly after working at Villanova. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies implemented across its complex affiliate network.

Vincent Esparza III is a financial advisor with Cetera, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 41 years of industry experience, including long tenures at American Portfolios Financial Services and Lafayette Life. Esparza is involved with a nonprofit organization that hosts fundraising events such as charity golf tournaments. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies across discretionary and non-discretionary programs.

Caylie Taylor is a CFP® and ChFC® with four years of industry experience, currently affiliated with Charles Schwab in Scottsdale, AZ. Her work history includes various roles at Charles Schwab Bank and Charles Schwab & Co., Inc., along with prior positions at Urshan College and other organizations. 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 both non-discretionary and discretionary investment options, combining extensive client coverage with a centralized operational structure.

Thomas Mitchell Sr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior roles include positions at Cetera and American Airlines. Outside of his advisory work, he is involved with OneAZ Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms while supporting various investment strategies and operational tools.

Najla Arekat is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, she worked at BBVA affiliated firms including BBVA Wealth Solutions and BBVA Securities. Outside of her advisory role, she owns and operates a personal interior design business, DLA Design Concepts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Daniel Barry is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and with five years of industry experience. His prior work includes roles at TD Ameritrade and Zeal Financial Group. He 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 advisory and discretionary SMA management, supported by multi-asset model portfolios and centralized operational infrastructure.

Scott Hutto is a financial advisor with J.P. Morgan Securities in Cave Creek, Arizona, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at TD Ameritrade, Scottrade, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and offers a range of derivatives and commodities capabilities.

Ryan Hansen is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial and OneAZ Credit Union in 2025, he worked at Edward Jones for three years and Rocket Mortgage for six years. Hansen holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Stephanie Fagan is a financial advisor with Cetera who holds the Series 66 designation and has eight years of industry experience. Her prior work includes roles at Morgan Stanley, Merrill Lynch, Avantax Advisory Services, and Monat Global. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Erinn Ford is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, KMS Financial Services, Cetera Advisors, and Pacific West Financial Consultants. Ford serves as a board member of Premier Trust, a trust company affiliated with Ladenburg Thalmann. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques supported by various advanced tools.

Bruce Galpert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently operates a business called Video Vending since 1980. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jarrod Stewart is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc., KMS Financial Services, Inc., and Inspirus Credit Union. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Christopher Kirby is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors, Inc. from 2003 to 2024 before joining OSAIC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization tools, and a range of managed account programs.

Derek Tryder is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Royal Alliance Associates, GWFS Equities, John Hancock Distributors, and Putnam Investments. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager selections.

Saeed Zarkharidi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, INC and OSAIC Services, Inc. He is also involved as a real estate agent, assisting friends and family with buying and selling properties. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Roger Frank is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include long tenures at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Frank is also a trustee for The Shirley Frank Revocable Trust. 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, model portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

Michelle Brooks is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2023, she worked at SagePoint Financial, Raymond James Financial Services Advisors, and Peoples Bank, where she has been employed since 2003. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex network of affiliates.

Myron Johnson Jr. is a financial advisor at Osaic with 18 years of industry experience and holds the Series 66 designation. He has been with Osaic since 2024 and previously worked at Securities America Inc. for 12 years. Outside of his advisory role, he owns and operates MJ AUDIO, a DJ and sound engineering business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools, supporting a range of programs including managed portfolios and third-party money manager options.