Jill Sadler is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. Her prior roles include positions at SagePoint Financial, Stonegate Capital Advisors, Wealth Trust - Arizona, and Fidelity. She also holds an individual Ohio insurance license but is not actively selling insurance. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with options for discretionary management and third-party manager selection.

Shelly Dukes is a financial advisor at Osaic with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including BTS Asset Management and Raymond James. Outside of advising, she works as a bartender at a nonprofit golf and country club. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Tron Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Edward Jones for 17 years before joining Raymond James in 2021. Brinkmann is also an officer and treasurer for The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

Vijay Kapur is a financial advisor with Charles Schwab based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior work includes 17 years at TD Ameritrade Investment Management, LLC, followed by roles at TD Ameritrade Inc. and Charles Schwab since 2020. Outside of his advisory work, he volunteers with First Tee – Phoenix, a nonprofit that teaches children core values through golf and games. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. Schwab’s investment approach combines multi-asset model portfolios, both non-discretionary and discretionary management options, and access to alternative investments via a centralized platform.

Matthew Russell is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at several firms, including Securities America Inc, Raymond James Financial, and CUSO Financial Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Brian Derrick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2020. He is also involved in Derrick Family Financial, a support company related to his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and tailored non-discretionary planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Renee Hanson is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 1997 and previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, she is involved in publishing a book and podcast titled "Finding Your Financial Identity," serves on the board of the Maricopa County Bar Association, and participates in planned giving committees. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Heath Granneman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research in various capacities since 2012. He is also involved with Camelback Wealth Consultants, an investment-related activity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Anietie Ijoma is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been affiliated with AIG since 2013. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.

Jennifer Johnson is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Cambridge Investment Research Advisors, Morgan Stanley, and several other firms. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various advisory and brokerage services delivered through a multi-advisor platform.

Brandon Baenke is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Bank of America, among other firms. Based in Sun City West, AZ, he joined J.P. Morgan Securities and JPMorgan Chase Bank in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Maxwell Cocreham is a CFP®-designated financial advisor at Charles Schwab with three years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, as well as experience outside finance in education and digital dental fields. He is also a co-owner of Selander Allen LLC, an online reselling business. Charles Schwab serves a large client base, mainly high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory guidance with access to affiliated discretionary strategies and alternative investments.

Shelley O'Brien is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Woodbury Financial Services, National Planning Corporation, and Phoenix Financial Group. Outside of her advisory role, she serves as Branch Operations Manager for Phoenix Financial Group, overseeing branch books and client account services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization and offers a range of programs including Unified Managed Accounts and third-party money manager options.

Sonja Ryan is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 63 designation and 39 years of industry experience. She has been with Wells Fargo Clearing since 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, managing approximately $671 billion in assets through a large network of over 14,000 financial advisors.

Lisa Jackson is a financial advisor with Cetera, holding a Series 66 credential and 27 years of industry experience. She has worked at multiple firms including Avantax Advisory Services and 1 St Global Advisors, and is also the owner of Whitman & Jackson CPAs PC, a CPA firm. Additionally, she serves as trustee for the Kaplan Living Trust. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Frederick Balzarini is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors.

Dru Ashcraft is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His career includes roles at Royal Alliance, Protective Wealth Management, LPL Financial, Associated Securities Corp., FSC Securities Corporation, and Placemark Investments. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and various managed account strategies, supported by a complex affiliate network and private-equity ownership.

Edward Curtin III is a Certified Financial Planner® with 14 years of experience in the financial services industry. He has worked with multiple firms including The Leaders Group, Inc., Diversified Brokerage Services Inc., and John Hancock Distributors before joining OSAIC in 2026. Curtin holds Series 63 and CFP® designations. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and provides a variety of investment programs supported by a complex affiliate network and private-equity ownership.

Carol Trueg is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2020 and previously worked for Holy Family Catholic Schools for eight years. Trueg serves on the executive and investment committees of Catholic Education Arizona, where she evaluates the CEO and reviews reports on the organization’s outside investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Andrea Martins is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Osaic since 2022 and previously held roles at Securities America Advisors and EMS, Inc. Martins is based in Scottsdale, Arizona. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of customizable strategies.