Jennifer Dugan is a Series 66-licensed financial advisor at OSAIC with 17 years of industry experience. She has been with OSAIC since 2015. Outside of her advisory work, she serves as an instructor for glass fusing classes at the Phoenix Center for the Arts. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios across multiple asset classes, and supports a variety of advisory platforms and third-party solutions.

Dori Hammond is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. Prior to joining Osaic Wealth in 2023, Hammond spent 21 years with FSC Securities Corporation. Outside of advisory work, Hammond serves as a non-public arbitrator for FINRA. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party managers, managing portfolios with a wide range of investment options.

Rebecca Flint is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America Inc. Flint serves as a board member of the CHI Health Missouri Valley Medical Services Foundation and is involved in local community organizations including the Kiwanis Club. She is also the head pie maker for MA Barker Famous Apple Pies, selling homemade apple pies during holidays. OSAIC Wealth, Inc. provides services to retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diverse portfolios across various asset classes, managing accounts on either a discretionary or non-discretionary basis.

Trenten Heiser is a financial advisor at Edward Jones in Scottsdale, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones, he held positions at The Vanguard Group, Nike, and the Phoenix Suns. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, supported by a large national network of advisors and branches.

Andrew Thom is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Lincoln Financial since 2015 and joined OSAIC in 2025. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers diverse services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Bojan Tuco is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at The Vanguard Group, Inc. and BestCompanies AZ. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Verla Richards is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick McCartney is a Financial Advisor and Chartered Retirement Planning Counselor™ (CRPC) professional with Merrill Lynch Wealth Management. He works with families, corporate executives, and retirees to design intentional financial plans that aim to build purposeful wealth and long-term confidence. Patrick partners with clients to navigate complex financial decisions and achieve meaningful goals, focusing on areas such as tax minimization strategies, concentrated stock strategies, estate planning and generational wealth, philanthropic gifting, risk management, professional investment management, and education planning. Leveraging the investment capabilities of Merrill and the banking services of Bank of America, Patrick provides integrated strategies including access to mortgages, custom lending, auto loans, and banking services to address all aspects of a client's financial life. He also collaborates with his clients' attorneys, accountants, and other professionals to ensure alignment across their financial affairs. Patrick holds a bachelor's degree from the Pennsylvania State University System and is active in his community and professional organizations, including the Blessed Sacrament Roman Catholic Parish, Scottsdale Leadership Inc., the McDowell Sonoran Conservancy, and the Penn State Alumni Association's Phoenix Chapter.

Brian Pearce is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial, LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and First Clearing. OSAIC serves a wide range of clients, from individual and high-net-worth investors to pension plans and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. Its advisers utilize firm-provided tools for portfolio construction and support multiple advisory platforms and legacy programs.

Grant Keeler is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. He has worked with Securities America Advisors since 2016 and joined OSAIC in 2024. He provides annuity and insurance services through an affiliated insurance marketing organization. OSAIC serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, supporting both discretionary and non-discretionary accounts.

Rube Woolsey is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and small businesses plan for and reach their financial goals. His work includes providing comprehensive wealth planning for clients with investable assets ranging from $1 to $15 million, addressing tax and estate considerations, and advising on major financial decisions throughout different phases of life. Rube specializes in assisting small business owners with exit strategies that allow them to maintain their lifestyle in retirement. He leverages resources from Merrill Lynch Wealth Management and Bank of America's Investment Bank to support clients in navigating the complexities of selling their businesses. His expertise also covers education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Arizona State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Rube engages in adventure sports, boxing, horseback riding, and traveling.

Shawn Mihal is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Funds Distributor Inc, LPL Financial, and Advisor Group. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Daniel Vinson is a financial advisor with OSAIC based in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His work history includes roles at Advisor Group since 2017, Innovation Partners LLC from 2013 to 2016, and Black, Gould & Associates since 2005. He is also involved as an agent in health insurance sales on a commission basis. OSAIC serves a diverse client base, including retail and institutional investors, and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and risk assessments to construct portfolios and supports multiple advisory platforms and third-party solutions.

John Jetter IV is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Melissa Taylor is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Sage Point Financial. OSAIC serves a diverse range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisors. The firm uses a variety of asset allocation tools and third-party platforms to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Kristian Michael is a financial advisor at Osaic Wealth Inc. based in Scottsdale, AZ, holding a Series 66 credential with 12 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for 12 years. Outside of his advisory role, he owns Dean’s Mourning Wood, LLC, a business specializing in custom hand-made wood furniture and pet caskets. Osaic Wealth Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and a variety of portfolio management options.

Michael Hodson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 credentials and 16 years of industry experience. His prior experience includes roles at Securities America Advisors, MML Investors Services, IDC Investor Services, Tobin & Company Securities LLC, and WealthForge. Osaic Wealth serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors. The firm employs a range of asset-allocation tools and portfolio management strategies across multiple investment types and platforms.

Jennifer Brunner is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at OSAIC since 2024 and previously spent 15 years with SII Investments and eight years with Securities America Advisors. 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 advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad range of investment options.

Ashley Kugel is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. She has been affiliated with OSAIC since 2024 and previously worked with Securities America Inc. for ten years. OSAIC serves a diverse clientele including retail and institutional investors through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by firm-provided asset-allocation tools and access to third-party money managers.

William Bradley is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he is the sole owner of WAB Enterprises Inc., which leases a Mooney aircraft. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.