Robin Widmer is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SagePoint Financial, Inc. and Sunamerica Securities. OSAIC serves a broad range 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 and wrap programs. The firm employs various asset-allocation tools and supports multiple portfolio management options, including discretionary and non-discretionary accounts.

Zachary Lichlyter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he manages a residential rental property through his ownership of ZNL Rentals LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations.

Garett Fig is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He has worked with top-tier investment banks and global insurance and advisory firms, providing financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Throughout his career, Garett has focused on building trust and maintaining a professional relationship to understand and address clients' financial concerns and expectations. Prior to his current role, Garett began his career as a tax analyst for AXA Financial in New York City, followed by roles at J P Morgan and Merrill Lynch on both the investment banking and retail sides. He holds a Bachelor of Business Administration degree with a concentration in Accounting from Roanoke College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His expertise includes portfolio management services and financial planning in areas such as retirement income, executive compensation, and college education planning. Outside his professional work, Garett participates in community organizations by volunteering and supports philanthropic efforts alongside his family. He engages in various adventure and sports activities such as boating, football, golfing, running marathons, surfing, volleyball, and yoga. Garett emphasizes developing personalized financial strategies collaboratively with clients to help them pursue their long-term goals.

Morgan Burkemper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Morgan held roles at Gong, FullStory, LinkedIn, Yello, and KPMG. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

James Vaccaro is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at First International Bank and Trust, LPL Financial, Arizona Bank and Trust, and BMO Harris. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Robert Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Elisha Agarwal is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Lincoln Financial Advisors Corporation for 10 years. She serves as a board member of the Hampton Roads Chess Association, a nonprofit organization supporting the local area. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Alexander Johnson is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include service in the United States Air Force and a position at the University of West Florida. Outside of his advisory work, he is a partner in a real estate LLC focused on property acquisition and management. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and discretionary separately managed accounts with a multi-asset investment approach.

Joseph Licata is a financial advisor at OSAIC with a Series 65 credential and four years of industry experience. He previously worked at American Portfolios Advisors, Inc. for three years and is a partner at Ross, Strent and Company, LLP, an accounting firm where he has served since 2002. In addition to his advisory role, he acts as a trustee for multiple trusts created by outside attorneys for his accounting clients. 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 through a large network of affiliated advisers, employing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Gary Maack Magnusson is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial for 20 years before joining OSAIC in 2024. 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 through a large network of affiliated advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Daniel Benjamin is a financial advisor with Edward Jones in Scottsdale, AZ, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Schwab Wealth Advisory Inc. and Charles Schwab & Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of financial advisors and branches.

Joseph Levy is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Seth Goldberg is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Gary Deardorff is a CFP® professional with 34 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. He has previously worked at Woodbury Financial Services, National Planning Corporation, and Cetera, among others. Outside of his advisory role, he is the managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC, providing investment-related portfolio maintenance as well as general tax services. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Bonafe Santos is a financial advisor with OSAIC in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and E*TRADE Capital Management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing across a variety of investment types and supports both discretionary and non-discretionary account management.

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.