Drew Knutson is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and Alorica. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Pedro Benavides is a Series 66-credentialed advisor at OSAIC with two years of industry experience. Before joining OSAIC in 2023, he worked at Advisor Group and has also held positions at SUNY Albany and the U.S. Army. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization with various managed account strategies and third-party manager programs.

Lana Ledlow is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab for three years and TD Ameritrade for thirteen years. Lana is based in Scottsdale, AZ. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment approach with tools for portfolio optimization and risk assessment, supporting various strategies and third-party manager selections.

Michael Weigel is a CFA® charterholder with 38 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked 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 sources.

Lorena Kelley is a financial advisor at OSAIC with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Sagepoint for eight years. Outside of her advisory role, she is also licensed in real estate sales. 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, emphasizing model-based asset allocation and portfolio optimization.

Jordan Bunker is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he held roles at Kent State University, Loyola University Chicago, and Walsh Jesuit High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Elsa Bruno is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corp. for 13 years before joining OSAIC in 2023. She serves as a volunteer member of the School Governance Council at her children's elementary school, participating in monthly meetings with the school principal to discuss strategic direction. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Mcray Collett is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2023, Collett worked at Sagepoint Financial, Inc. and was involved in Benefit Air Conditioning LLC from 2010 to 2017. OSAIC Wealth serves a wide range 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 various investment and retirement plan strategies.

Shawn Walczak is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. He worked at Woodbury Financial Services, Inc. for 14 years before joining OSAIC in 2024. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with a range of investment programs, supported by a complex affiliate network and private-equity ownership.

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 a Series 66 designation and has worked previously at American Portfolios Financial Services Inc., Equitable Advisors, and Axa Advisors LLC. OSAIC Wealth serves a broad mix 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 process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial arrangements.

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.

Andrew Evans is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes six years of self-employment and service in the United States Marine Corps. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory work, Allison participates in various podcasts as a host and guest, discussing topics such as art, TV shows, books, and movies unrelated to finance. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to discretionary strategies, third-party managers, and alternative investments.

Joan Knight is a financial advisor at OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 designations with 26 years of industry experience. Her career includes positions at Sage Point Financial, Lincoln Financial Advisors Corp, NRP Financial, Inc., and Osaic FA, Inc. 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 emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager programs.

Preston Friarson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab, he held various roles outside of finance including positions at Olive Garden and FedEx. 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 large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and alternative investment options.

Catherine Anderson is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors, Kohl's, and Nationwide Securities LLC prior to joining OSAIC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Shon Houston is a financial advisor with Osaic Wealth in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Securities America, Inc. for eight years and joined Osaic in 2024. Outside his advisory role, he serves as a Data Integrity Analyst for SAA RIA. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by multiple custodial and platform arrangements, and is notable for its scale, complex affiliate network, and private-equity ownership.

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.