Christopher Millar is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 credential and 12 years of industry experience. His prior experience includes roles at Edward Jones and Cetera. Outside of his advisory work, he is co-owner of Body Rebel LLC, a women's health and fitness company, where he is involved in content creation and product design. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ann Brown is a Series 66-licensed financial advisor with 25 years of industry experience. She is currently with OSAIC and has a background that includes service at Securities America Advisors, Inc. and Cabela's. Outside of her advisory work, she teaches Zumba and Pound fitness classes and operates as an independent consultant for several health and wellness brands. OSAIC serves a diverse clientele, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of investment tools and third-party platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Edward Walker is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services, Inc., Suntrust Investment Services, Inc., and FSC Securities Corporation. He is a co-owner of an LLC involved in realty investment and holds power of attorney for managing his parents' investment accounts. Osaic Wealth, Inc. serves retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and organizational investors.

William Kerwin is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BMO Bank NA, The Vanguard Group, Merrill, and Wells Fargo Clearing. Outside of financial services, he has worked as a contract driver with Uber in Scottsdale, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Stephanie Cornwall is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services for 13 years before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients, including individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm uses various tools such as asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes, with options for discretionary or non-discretionary account management.

Dayne Quist is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial and Woodbury Financial Services from 2011 through 2019. Outside of his advisory roles, he has been involved with St. Croix National Golf Course since 2006. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and employs various asset-allocation tools and third-party solutions to construct and manage client portfolios.

Michael Chin is a financial advisor at Merrill based in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Merrill since 1994 and concurrently associated with Bank of America since 2009. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Aaron Donnelly is a CFP® certificant at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked in the restaurant industry for over a decade. He is also a co-founder and investor in Vid Hire Inc., a hiring application based in Palo Alto. 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 through a large network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roman Zharov is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Osaic in Scottsdale, AZ, and has also been associated with Securities America Inc since 2013. He holds a position as a resident insurance producer in Nebraska. 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. The firm combines brokerage and investment advisory services with integrated financial planning and utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Jackson Baines is a Financial Advisor based in Scottsdale, specializing in assisting active professionals and pre-retirees with building personalized plans focused on retirement, investments, and long-term financial security. He works with clients to understand their priorities and develop strategies to pursue their financial goals, covering areas such as general investing, retirement planning, saving for unexpected events, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income. Jackson holds a Bachelor's Degree from Arizona State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He operates within Merrill Lynch Wealth Management and leverages access to Bank of America specialists to provide clients with comprehensive financial solutions including banking, credit, home financing, and small business services. Outside of his professional work, Jackson's personal interests include adventure sports, boating, golfing, ice hockey, skiing, spending time with family, tennis, traveling, and watching movies.

Jeffrey Rutherford is a financial advisor with OSAIC in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His previous roles include positions at SagePoint, Royal Alliance Associates, Inc., and Signator Investors, Inc. Rutherford holds real estate and life insurance licenses in Massachusetts but is not currently active in those businesses. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of advisors. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types and account structures.

Elizabeth Hawkins is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as one of two trustors and trustees for a family trust related to estate planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Kimberly Dale is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Lincoln Financial Advisors Corporation and Life Certain Wealth Strategies/Blue Sky Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs.

Jason Skrodenis is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Sunflower Bank, CIT, and Mutual of Omaha Bank. He is based in Scottsdale, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Jennifer Draheim is a financial advisor at OSAIC with 26 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at Advisor Group prior to joining OSAIC. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Andrew Peick is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. He previously worked at Advisor Group, Inc. and has a long history in the food service industry with Old World Pizza/Bryde. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation tools, risk assessment, and portfolio management across various asset classes.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Deborah Friedman is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Securities America Advisors and TD Ameritrade. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Sheila Gentile is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, Royal Alliance, and Foresters Financial Services. Outside of her advisory work, she sells items on the Poshmark platform. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.