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.

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.

Brandon Willard is a financial advisor at Edward Jones in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach for the Deer Valley Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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.