Shelly Dukes is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her prior roles include positions at BTS Asset Management, Raymond James Financial, LPL Financial, and TD Ameritrade. Outside of finance, she works as a bartender at Riverside Golf and Country Club, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through an extensive network of financial advisors and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party resources to offer diversified portfolio management options.

Tron Brinkmann is a financial advisor at Raymond James Financial with 21 years of industry experience. He previously worked at Edward Jones for 17 years before joining Raymond James in 2021. Brinkmann serves as treasurer for The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Vijay Kapur is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has worked with Charles Schwab since 2020 and was previously with TD Ameritrade Inc. for 12 years. Outside of his advisory role, he volunteers with First Tee – Phoenix, a nonprofit organization that teaches children core values through golf and games. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments.

Matthew Russell is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Securities America Inc. and Securities America Advisors for 10 years prior to joining OSAIC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizes various asset-allocation tools, and supports portfolios with a broad range of investment options managed on discretionary or non-discretionary bases.

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 bringing 13 years of industry experience. He has been with Cambridge-affiliated entities since 2012. Outside of his primary role, he is involved with Camelback Wealth Consultants, dedicating part of his time to this investment-related activity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Anietie Ijoma is a financial advisor with OSAIC based in Scottsdale, AZ, holding the Series 63 and Series 66 licenses and bringing 11 years of industry experience. Anietie has worked at AIG since 2013. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios across different asset classes on both discretionary and non-discretionary bases.

John Schoeppach is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 1991 and Bank of America since 2009. Outside of his advisory role, he serves as a general partner at Stryker LLC and is an officer and trustee of the Folsom Rotary Foundation. 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. The firm offers both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Johnson is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Cambridge Investment Research Advisors, and Ameritas Investment 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 investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Brandon Baenke is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously held roles at Charles Schwab Bank, Charles Schwab, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maxwell Cocreham is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Charles Schwab Bank, full-time education, digital dental, Salt River Project, and Behind The Mask. Outside of advising, he co-owns an online reselling business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and research-backed investment models.

Shelley O'Brien is a financial advisor at Osaic Wealth Inc with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Woodbury Financial Services, National Planning Corporation, and Phoenix Financial Group. In addition to her advisory role, she serves as a branch operations manager for Phoenix Financial Group Ltd and assists with estate and tax planning administrative tasks. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to institutional clients such as pension plans and charitable organizations. The firm offers a range of services including brokerage and investment advisory, financial planning, managed accounts, and access to third-party money managers, utilizing firm-provided asset allocation tools and integrated platforms.

Sonja Ryan is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Lisa Jackson is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has held roles at Avantax Advisory Services, 1st Global Advisors, and currently owns a CPA firm, Whitman & Jackson CPAs PC. Jackson also serves as a trustee for a family living trust and is involved in managing financial and accounting operations for advisory business-related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program structures and custodial relationships.

Frederick Balzarini is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dru Ashcraft is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63, 65, and 66 credentials and 19 years of industry experience. He has worked at Royal Alliance since 2014. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes proprietary asset-allocation tools and supports various managed-account solutions across a complex corporate and platform structure.

Edward Curtin III is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience, currently serving at OSAIC since 2026. His prior roles include positions at The Leaders Group, Inc., Diversified Brokerage Services Inc., and John Hancock Distributors. OSAIC is a large wealth management firm serving retail and institutional clients through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct diversified portfolios across a range of investment types.

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 financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked in various capacities at Securities America Advisors, SECURITIES AMERICA, Inc., and EMS, Inc. since 2005. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary accounts across multiple investment types.