Grant Keeler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Wells Fargo Investments. His career includes over a decade with Securities America Advisors before joining OSAIC. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process incorporates model-based asset allocation and portfolio optimization, with options for discretionary strategies, third-party managers, and proprietary models.

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 career includes prior roles at LPL Financial, Waddell & Reed, Ivy Funds Distributor, Transamerica Financial Advisors, and MM Ascend Life Investor Services. Outside of advisory work, he is a partner in two LLCs focused on purchasing residential real estate for rental purposes. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Daniel Vinson is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisor Group since 2017. Prior to that, he was with Innovation Partners LLC for three years and has been affiliated with Black, Gould & Associates for over two decades. He is also involved in health insurance sales on a limited basis. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools to support various investment strategies and programs.

John Jetter IV is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 65 and Series 63 licenses and bringing 53 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Taylor is a financial advisor with Osaic, holding a Series 66 designation and 19 years of industry experience. She has worked at Osaic since 2023 and previously spent 10 years at Morgan Stanley Smith Barney LLC and 7 years at Sage Point Financial. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party managers.

Kristian Michael is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Bank of America and Merrill from 2014 to 2026 before joining Osaic Wealth Inc. in Scottsdale, AZ. Outside of his advisory work, he owns Dean's Mourning Wood, LLC, a business that creates custom hand-made wood furniture and art, primarily focusing on caskets for pets. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and various managed account strategies.

Michael Hodson is a financial advisor at Osaic Wealth with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at MML Investors Services, IDC Investor Services, Tobin & Company Securities LLC, and WealthForge. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of customizable strategies and third-party money manager programs.

Jennifer Brunner is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Sii Investments and Securities America Advisors prior to joining OSAIC. OSAIC Wealth serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform featuring comprehensive financial planning, model-based asset allocation, and a range of advisory and brokerage services.

Ashley Kugel is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, having previously been employed by Securities America Inc. since 2016. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, model-based asset allocation, and portfolio optimization. The firm is noted for its scale, complex affiliate network, and a broad range of investment programs delivered via affiliated broker-dealer and RIA relationships.

William Bradley is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds a Series 66 designation and has 26 years of industry experience, including 12 years at Compak Asset Management prior to joining Wells Fargo in 2016. Outside of advisory work, he is the sole owner of WAB Enterprises Inc., which leases a Mooney aircraft. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support a range of brokerage and advisory solutions.

Curtiss Tharp is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Securities, Global Value Investment Corp, and Ross, Sinclaire & Associates. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

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 Series 66-licensed financial advisor at OSAIC with 19 years of industry experience. He previously worked at Woodbury Financial Services for 12 years, as well as Ameriprise and Edward Jones. He is based in Scottsdale, AZ. OSAIC serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by technology tools and a variety of program options.

Nathan Glenn is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for nine years at Lincoln Financial Advisors. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with comprehensive financial planning and portfolio management services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager options.

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 at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. He is based in Scottsdale, AZ. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of customizable strategies supported by proprietary analytics and third-party managers.

Chad Barton is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 14 years, followed by a brief tenure at FSC Securities Corporation. Based in Scottsdale, AZ, Barton joined OSAIC in 2023. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various account types and investment strategies through its complex affiliate network and proprietary models.

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. for 14 years before joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary and client-tailored strategies.

Oscar Gonzalez Perez is a financial advisor with Osaic Wealth in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at SagePoint Financial, Advisor Group, Vanguard, and State Farm Bank. Outside of financial advising, he is a partner in EP Construction, LLC, a residential general contracting business, and operates a fixed insurance agency as a sole proprietor. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm provides brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and offers a range of investment programs including advisor-managed portfolios and third-party money manager options.