Rebecca Phelan is a financial advisor at Edward Jones in Scottsdale, AZ, with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Scott Indgjer is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Securities America Inc. and Ameritas Investment Corp. He has been with OSAIC since 2024. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers with a portfolio approach that includes a range of asset classes and customizable investment strategies.

Andy Garcia is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at firms including Charles Schwab & Co., Fidelity Investments, and The Prudential Insurance Company of America. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, 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 a range of investment types.

Benjamin Spidale is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at Mercer Investments LLC and The Vanguard Group Inc, as well as self-employment since 2019. Outside of finance, he owns a small e-commerce business specializing in buying and selling autographed sports memorabilia. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a range of investment strategies and a nationwide network of advisors. The firm manages over $1 trillion in assets and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient advisory solutions.

Tyler Keegan is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. His background includes roles at Vanderbilt Securities, United Planners Financial Services, The Vanguard Group, and the Arizona Diamondbacks. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct varied portfolios across multiple asset classes.

Stephanie Brooks is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 designations and having 17 years of industry experience. Her prior work experience includes roles at Triad Advisors, Foreside Fund Services, LLC, and Infinity Capital Advisors, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing asset allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Broderick Zach is a financial advisor at Osaic with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Ladenburg Thalmann & Co. Inc., Securities America, Inc., and Charles Schwab in various capacities since 2017. He is based in Scottsdale, AZ. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that may include a variety of securities and alternative investments.

Ryan Marsh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Scottsdale, AZ. He has 19 years of industry experience, including 17 years with Marsh Professional Group before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robin Widmer is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SagePoint Financial, Inc. and Sunamerica Securities. OSAIC serves a broad range 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 and wrap programs. The firm employs various asset-allocation tools and supports multiple portfolio management options, including discretionary and non-discretionary accounts.

Garett Fig is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He has worked with top-tier investment banks and global insurance and advisory firms, providing financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Throughout his career, Garett has focused on building trust and maintaining a professional relationship to understand and address clients' financial concerns and expectations. Prior to his current role, Garett began his career as a tax analyst for AXA Financial in New York City, followed by roles at J P Morgan and Merrill Lynch on both the investment banking and retail sides. He holds a Bachelor of Business Administration degree with a concentration in Accounting from Roanoke College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His expertise includes portfolio management services and financial planning in areas such as retirement income, executive compensation, and college education planning. Outside his professional work, Garett participates in community organizations by volunteering and supports philanthropic efforts alongside his family. He engages in various adventure and sports activities such as boating, football, golfing, running marathons, surfing, volleyball, and yoga. Garett emphasizes developing personalized financial strategies collaboratively with clients to help them pursue their long-term goals.

Morgan Burkemper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Morgan held roles at Gong, FullStory, LinkedIn, Yello, and KPMG. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Elisha Agarwal is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Lincoln Financial Advisors Corporation for 10 years. She serves as a board member of the Hampton Roads Chess Association, a nonprofit organization supporting the local area. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Alexander Johnson is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include service in the United States Air Force and a position at the University of West Florida. Outside of his advisory work, he is a partner in a real estate LLC focused on property acquisition and management. Charles Schwab 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, offering a mix of non-discretionary advisory relationships and discretionary separately managed accounts with a multi-asset investment approach.

Joseph Licata is a financial advisor at OSAIC with a Series 65 credential and four years of industry experience. He previously worked at American Portfolios Advisors, Inc. for three years and is a partner at Ross, Strent and Company, LLP, an accounting firm where he has served since 2002. In addition to his advisory role, he acts as a trustee for multiple trusts created by outside attorneys for his accounting clients. 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 through a large network of affiliated advisers, employing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Gary Maack Magnusson is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial for 20 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Daniel Benjamin is a financial advisor with Edward Jones in Scottsdale, AZ, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Schwab Wealth Advisory Inc. and Charles Schwab & Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of financial advisors and branches.

Joseph Levy is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Seth Goldberg is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bonafe Santos is a financial advisor with OSAIC in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and E*TRADE Capital Management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing across a variety of investment types and supports both discretionary and non-discretionary account management.