Curtiss Tharp is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Inc, Lincoln Financial Advisors Inc, and Global Value Investment Corp. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management approaches, supported by firm-provided tools and third-party services.

Emilio Acedo is a CFP®-designated financial advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Freedom Mortgage and Finis Landing. He is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with alternative investment options and a centralized operational structure.

Bradley Hickman is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 12 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include various asset classes on discretionary or non-discretionary terms.

Nathan Glenn is a financial advisor with Osaic in Scottsdale, AZ. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for nine years. Osaic Wealth, Inc. serves a diverse client base, including retail and institutional investors, with services spanning brokerage, investment advisory, financial planning, and retirement consulting. The firm utilizes asset-allocation tools and multiple advisory platforms to construct portfolios incorporating various asset classes, supporting both discretionary and non-discretionary management.

William Ugalde is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes tenures at Sagepoint Financial, Inc. and Sunamerica Securities, Inc., spanning over two decades. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Chad Barton is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and FSC Securities Corporation prior to joining OSAIC. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and provides access to third-party money managers and alternative investments.

Benjamin Laine is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial Services, Inc. from 2010 to 2024 before joining OSAIC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, and provides access to third-party money managers and wrap programs.

Oscar Gonzalez Perez is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His career includes roles at SagePoint Financial, Advisor Group, Vanguard, and State Farm Bank. Outside of financial advising, he is a partner in a residential construction company and operates a sole proprietorship selling fixed life insurance policies. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Robert Manhardt is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company. Manhardt is also involved with North Star Consultants as an agent/broker specializing in fixed insurance sales and serves as a financial professional at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Antonio Cancilla is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 38 years of industry experience. He has worked at various Charles Schwab entities since 1999, including Charles Schwab Bank, SSB, Charles Schwab Premiere Bank, and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Cannon Wray is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. He has worked with Advisor Group since 2015 and joined OSAIC in 2023. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio management tools and access to third-party money managers.

Karla Stroh is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she is an independent demonstrator for Stampin’ Up, promoting and selling paper crafting supplies through workshops and hostess parties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios with a range of investment options and supports both discretionary and non-discretionary account management.

Daniel Boyett is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at TD Ameritrade and Scottrade. Outside of his advisory work, he owns Agape for Today LLC, a retail business selling home security products, handmade clothing, and wooden furniture online. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

William Carlson is a CFP® and Series 66 professional with four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Allbridge, CLA, Nortland Vapor, and WEX. Carlson serves as Secretary of the Young Professionals Council for Big Brothers Big Sisters in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sarah Simes is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Boston Partners Financial Group for 16 years and Royal Alliance for five years. Outside of her advisory role, she serves as a notary public. OSAIC serves a diverse client base including individual investors, high-net-worth clients, and institutions, offering integrated brokerage, advisory services, and access to multiple portfolios and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Sarah Finelli is a Series 66 licensed financial advisor with Edward Jones in Anthem, AZ, and has eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Armando Castaneda is a financial advisor at Merrill with 11 years of experience at the firm. He holds a Series 66 designation and is based in Phoenix, AZ. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cody Hampson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients preserve, grow, and transfer wealth through objective financial guidance grounded in a disciplined planning process. With a focus on building long-term relationships, he delivers strategies that support lasting financial success for individuals, families, and business owners. He brings experience in legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Drawing on the discipline and preparation learned from competitive sports, Cody applies a proactive approach to assist clients in navigating important financial decisions with confidence, aiming to reduce financial stress and help clients make informed choices. Cody holds a bachelor's degree from Grand Canyon University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys baseball, football, golfing, and spending time with his family.

Rachel Bukacek is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. She has been associated with multiple firms, including Securities America Advisors, Inc., where she has held roles since 2003, and has run business activities under All Pro Access, LLC, and Iron Man Studio since 2007. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Donald Whitman is a financial advisor with Cetera Wealth Services, LLC in Phoenix, Arizona, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, and he is also a member of the board of directors for the Martin Auto Museum, a nonprofit organization. Whitman is involved in several business ventures, including Intentional Wealth Solutions, LLC, a financial services entity formed through a merger, and he owns Whitman & Jackson CPAs, PC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.