Stephanie Brooks is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior work experience includes roles at Triad Advisors, Foreside Fund Services, Infinity Capital Advisors, Wells Fargo Clearing, and YieldQuest Advisors. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a large multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a variety of advisory and brokerage services supported by proprietary tools and third-party managers.

Broderick Zach is a financial advisor at OSAIC with eight years of industry experience and holds the Series 66 designation. His prior work history includes roles at Charles Schwab Trust Bank, Charles Schwab Premier Bank, Charles Schwab Bank, Charles Schwab & Co., Inc., Ladenburg Thalmann & Co. Inc., SECURITIES AMERICA, Inc., and Applied Underwriters. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm uses model-based asset allocation and portfolio optimization with various program options and maintains a complex affiliate network alongside private-equity ownership.

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.

Robin Widmer is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and previously held roles at SagePoint Financial, Inc. and Sunamerica Securities. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using risk-tolerance assessments and rebalancing tools.

Zachary Lichlyter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024. 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 focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through related affiliates.

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 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Elisha Agarwal is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 65 and Series 63 designations and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of his advisory work, Agarwal serves as a board member for the Hampton Roads Chess Association, a nonprofit organization supporting the local community. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with tools for asset allocation and portfolio optimization, offering a wide range of brokerage and advisory services through its multi-advisor platform.

Alexander Johnson is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2021. Prior to his financial career, he served six years in the United States Air Force. Johnson is also a partner in a real estate LLC. 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. The firm combines non-discretionary advisory models with access to affiliated discretionary SMA portfolios and offers a centralized operational structure for its extensive client base.

Joseph Licata is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 designation and is also a partner at Ross, Strent and Company, LLP, a mid-size accounting firm where he has been involved since 2002. His activities include serving as a trustee for multiple client trusts as part of his tax planning work. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

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 Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

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 designations and bringing 28 years of industry experience. He previously worked at Merrill for 14 years before joining Wells Fargo in 2016. 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 combines brokerage and advisory solutions with research-driven investment approaches.

Gary Deardorff is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at firms including Woodbury Financial Services, National Planning Corporation, and LPL Financial. Outside of advising, he serves as managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC and holds a role as President of the Union Hills Professional Plaza Condominium Association. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that integrates discretionary and third-party managed strategies.

Bonafe Santos is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Lincoln Financial Advisors and E*TRADE Capital Management. OSAIC serves a diverse group of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by advanced tools and multiple affiliate relationships.

Christopher Millar is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and over 12 years of industry experience. His career includes roles at Edward Jones and Cetera, and he is the owner of Millar Financial PLLC. Outside of his advisory work, he is co-owner of Body Rebel LLC, a women's health and fitness company, and creates content for a finance education blog, TheHappierInvestor.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services through a large network of advisors, employing a broad range of strategies and operational tools.

Ann Brown is a financial advisor at Osaic with 25 years of industry experience and holds a Series 66 designation. Her career includes long-term roles at Securities America Advisors, Inc., and Cabela's. Outside of her advisory work, she teaches Zumba and Pound fitness classes. 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 and managed portfolios. The firm employs a model-based investment approach with an emphasis on portfolio optimization and risk management.