Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with Cetera and First National Bank of PA prior to joining LPL Financial and Oneaz Credit Union in 2026. 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 in-house research and third-party subadvisors.

Scott Long is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked at Securities America Advisors and Securities America Inc. before joining OSAIC. 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 a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers to construct and manage portfolios.

Brett Baker is a financial advisor at Osaic Wealth with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Baker also operates an insurance business as a sole proprietor. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and access to third-party managers to construct diversified portfolios tailored to client needs.

Holly Swihart is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors from 2006 to 2025. Outside of her advisory role, she hosts and provides housing as a service activity unrelated to investment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and various managed account solutions to construct portfolios across multiple asset classes.

Peter Roberti Jr. is a financial advisor with Wells Fargo Clearing in Queen Creek, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Timothy Heaton is a financial advisor at OSAIC based in Scottsdale, AZ, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Inc for 13 years before joining OSAIC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a broad network of affiliated advisors. The firm employs various asset-allocation tools and offers portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with discretionary and non-discretionary management options.

Jill Rolfe is a financial advisor at OSAIC with 20 years of industry experience. She holds the Series 66 designation and has worked at Securities America Inc. and OSAIC since 2014. Outside of her advisory role, she is involved with the Elks Club. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment products through multiple platforms and third-party managers.

Renee Berreth is a financial advisor at Osaic with 17 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Outside of her advisory role, she manages farm and ranch operations, including cattle herd management and land rental activities. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a broad network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary account management.

Michael Fleming is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 34 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2015. Outside of his advisory role, he serves as the executor for a family estate. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, with accounts managed on either a discretionary or non-discretionary basis.

Christopher Faust is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at SagePoint Financial, Bank of America, and Merrill. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset allocation tools, risk assessment, and access to third-party money managers.

Christopher Magnussen is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Securities America, Applied Underwriters, and TD Ameritrade. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm integrates brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client preferences.

Michael McPhail is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Jefferson Pilot Securities Corporation and Lincoln Financial Advisors. Outside of his advisory role, he provides caregiving services to an immediate family member. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms offering integrated brokerage, investment advisory services, and access to third-party money managers.

Peter Dutoit is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Royal Alliance Associates, TD Bank N.A., TD Private Client Wealth, TD Ameritrade, and Foresters Financial Services. He is based in Scottsdale, AZ. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party services.

Josh Schechter is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Raymond James and Triad Advisors. 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, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Abtin Zarrabi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with personalized wealth management strategies designed to address their full financial picture and evolving market conditions. Abtin works closely with clients to develop tailored approaches in portfolio management, tax minimization, retirement income, and both individual and corporate investment strategies. He holds a Personal Investment Advisor (PIA) designation and completed his bachelor's degree at Shiraz University, followed by a master's degree from the University of California System. Abtin's client service approach centers on one-on-one collaboration to help clients pursue their long-term financial goals. Outside of his professional role, he enjoys hiking, music, photography, reading, and running.

Ryan Rosenmeyer is a financial advisor with Edward Jones in Anthem, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Kathryn Goodman is a financial advisor with Osaic Wealth Inc. in Scottsdale, AZ, holding Series 66 and Series 63 designations and 17 years of industry experience. Prior to joining Osaic, she worked at PayPal, BancWest Investment Services, Bank of the West, and TD Ameritrade Clearing Inc. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios that include diverse investment options and supports both discretionary and non-discretionary account management.

Ruben Trujillo is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves as a Captain and Commander of a Special Operations Civil Affairs Company. 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 strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Aleksandra Karac is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

William Buckley Jr. is a CFP® professional with 23 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his financial advisory role, he participates as a ground crew member for motor racing events with Compton Time & Measure, LLC. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.