Edward Walker is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services, FSC Securities Corporation, J.P. Morgan Securities, Chase Investment Services, Banc One Securities, and Ameriprise. Outside of his advisory role, he is a co-owner of an investment-related LLC. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization in its investment approach and is notable for its scale, affiliate network, and private-equity ownership.

William Kerwin is a financial advisor with LPL Financial in Cave Creek, AZ, holding a Series 66 designation and nine years of industry experience. His career includes roles at BMO Bank NA, Vanguard, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he also has experience working as a contract driver for Uber. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools and broad non-advisory financial products.

Stephanie Cornwall is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked for Woodbury Financial Services for 13 years before joining OSAIC in 2024. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and provides access to various portfolio management strategies and third-party platforms.

Christen Krueger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. Christen has been with Thrivent and its related entities since 2005, including 18 years at THRIVENT Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing service called WealthPlan.

Dayne Quist is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has worked in the financial sector since 2011, including roles at Woodbury Financial and Woodbury Financial Services. Outside of finance, he has been involved with St. Croix National Golf Course for over 20 years. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Aaron Donnelly is a CFP® certificant at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked in the restaurant industry for over a decade. He is also a co-founder and investor in Vid Hire Inc., a hiring application based in Palo Alto. 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 through a large network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roman Zharov is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and has worked at Securities America Inc. since 2013. He is also a licensed insurance producer in Nebraska. Osaic Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment process with portfolio optimization and offers advisory and brokerage services through a multi-advisor platform.

Jeffrey Rutherford is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at SagePoint, Royal Alliance Associates, Inc., and Signator Investors, Inc. Rutherford is a licensed real estate salesperson and life insurance producer in Massachusetts but is not currently active in those fields. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of advisory and brokerage services delivered through a multi-advisor platform.

Elizabeth Hawkins is a financial advisor at Osaic with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as one of two trustors and trustees of a family estate trust. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides a range of brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Kimberly Dale is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corporation and Life Certain Wealth Strategies/Blue Sky Wealth Management. 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’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced tools and discretionary or third-party managed strategies.

Jason Skrodenis is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. His previous roles include positions at DiSys, LPL Financial, Sunflower Bank, CIT, and Mutual of Omaha Bank. He holds Series 63 and Series 65 licenses. 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 offers both brokerage and advisory solutions.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Jennifer Draheim is a financial advisor with OSAIC, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. She has worked at OSAIC since 2022 and previously spent seven years with Advisor Group. 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 portfolio management. The firm utilizes a model-based investment process with emphasis on asset allocation, portfolio optimization, and risk management, supporting various strategies through affiliated broker-dealer and RIA relationships.

Andrew Peick is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2021, previously spending three years at Advisor Group, Inc. Outside of finance, he was involved with Old World Pizza/Bryde for 18 years. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation and portfolio optimization across various programs and investment strategies.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.

Kevin Hansen Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Based in Sun City West, AZ, Hansen has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Deborah Friedman is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Securities America, TD Ameritrade, and UBS Financial Services. OSAIC Wealth serves a wide 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 supported by advanced tools and offers both discretionary and advisor-managed strategies.

Sheila Gentile is a financial advisor at Osaic with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, Royal Alliance, and Foresters Financial Services. Outside of her advisory work, she sells items on the Poshmark platform. Osaic Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting a range of strategies including discretionary managed accounts and third-party money manager programs.

Michael Cavaleri is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Cambridge Investment Research and currently serves as a financial advisor at LPL Financial. Outside of his advisory role, he is involved in independent insurance sales and manages Cavaleri Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan participants, banks, and institutions. The firm offers diverse investment options and leverages technology for research and operational support across its extensive network of advisors.