Drew Knutson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ. He holds a Series 66 designation and has seven years of industry experience. His prior work includes time at Securities America, Inc. and Alorica. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Pedro Benavides is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Advisor Group and SUNY Albany, and he served in the US Army for nine years. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and portfolio management solutions across various investment types.

Lana Ledlow is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Weigel is a CFA® charterholder with 37 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles at Mutual of Omaha Investor Services and Mutual of Omaha Bank. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Lorena Kelley is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Sagepoint from 2015 to 2023. Outside of her advisory role, she is also licensed in real estate sales with Keller Williams Realty, focusing on property transactions during weekends. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include various asset classes.

Jordan Bunker is a financial advisor at LPL Financial based in Phoenix, AZ, holding a Series 66 designation with six years of experience in the industry. His prior experience includes roles at Kent State University and Loyola University Chicago. 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 advisers. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elsa Bruno is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at FSC Securities Corp. for 13 years before joining OSAIC in 2023. Bruno serves as a volunteer member of her children's elementary school governance council, participating in monthly meetings to discuss the school's strategic direction. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Mcray Collett is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked at Sagepoint Financial, Inc. and Benefit Air Conditioning LLC prior to his current role. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services via multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types, and supports both discretionary and non-discretionary account management.

Shawn Walczak is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 14 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset types on both discretionary and non-discretionary bases.

Timothy Tigges is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009. Merrill, along 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 both model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Melendez is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at American Portfolios Financial Services Inc. and Equitable Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of investment products.

Russell Trapp is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he maintains an Arizona real estate license for personal and family use and is an owner of an LLC that owns a Cessna 172 airplane flown by his wife. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

David Williams is a financial advisor with RBC Capital Markets in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, N.A., and City National Bank. Outside of his advisory work, he serves on the advisory board of the Epilepsy Center Foundation of Northwest Ohio and acts as Secretary/Treasurer for the Carefree Foothills Homeowners' Association board of directors. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs tailored to client risk profiles. The firm combines in-house and third-party investment management solutions and provides integrated services such as portfolio management, financial planning, and custody.

Allison Sukup is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked with Securities America Advisors and Securities America Inc before joining OSAIC. Outside of her advisory role, she participates as a host and guest on various podcasts discussing art, TV shows, books, and movies. OSAIC serves a broad range of clients, including individual, high-net-worth, pension, corporate, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Joan Knight is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Sage Point Financial and Lincoln Financial Advisors Corp. 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 advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios.

Preston Friarson is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022 and 2024, respectively. Prior to entering financial services, he held positions in various industries including food service and logistics. Charles Schwab & Co., Inc. 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 operates a dual-registered broker-dealer and investment adviser model, providing both non-discretionary advice and access to discretionary separately managed accounts under a multi-asset, strategic asset allocation framework.

Catherine Anderson is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors, Kohl's, and Nationwide Securities 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 provides integrated brokerage and advisory services using a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Shon Houston is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024, following eight years at Securities America, Inc. He also serves as a Data Integrity Analyst in an investment-related role. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Daniel Bott Sr. is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked with Bank of America and Merrill since 2009. Outside of his advisory role, he owns New Financial Frontiers LLC, which provides educational materials and software to investment management professionals, and serves as a director for the Academy of Model Aeronautics Foundation, a nonprofit supporting model aviation and youth scholarships. He is also involved in a family drag racing team, Bott Motorsports. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victoria Printz is a financial advisor with OSAIC in Scottsdale, Arizona, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Royal Alliance, AXA Advisors, AXA Equitable, Bridgemark Strategies, LPL Financial, and Texas Legacy Wealth Management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers and wrap programs.