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.

Timothy Woods is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Since 2020, he has also operated Rock Martin Private Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and technology across discretionary and non-discretionary management strategies.

Enwiya Toma is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2012 and also works with Bank of America, N.A. since 2013. 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 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.

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.

Joshua Butler is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, BlockFi, and American Express. Outside of his advisory duties, he owns and operates an auto detailing business, Dropless Detail LLC, in Glendale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

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.