Victoria Printz is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Royal Alliance, AXA Advisors, Bridgemark Strategies, LPL Financial, Charles Schwab, and Ameriprise. Victoria is based in Scottsdale, AZ. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various program options and a broad affiliate network.

Grant Hubbard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America Private Bank and USAA Financial Planning Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support investment decisions and provides a combination of brokerage and advisory solutions.

Michael Granger is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and the Delaware Claims Processing Facility. His current role at Osaic began in 2025. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as efficient frontier analysis and discretionary strategies.

Jacqueline Reinert is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. She previously worked at Waddell & Reed Inc. for 12 years and has been associated with Sagepoint Financial, Inc. since 2022, where she also serves as a regional supervision manager. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and a variety of managed investment programs supported by proprietary tools and third-party platforms.

Jacob Adams is a financial advisor with LPL Financial based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL, Adams has been associated with American Financial Associates and has experience in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Annette Petzel is a CFP® professional with over 41 years of industry experience. She is currently with OSAIC and has held prior roles at Woodbury Financial Services, Questar Asset Management, and several insurance agencies. In addition to her advisory work, she operates R P Ryan Insurance, Inc., where she focuses on Medicare, employee benefits, personal life insurance, and disability products. 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, utilizing a model-based investment approach with portfolio optimization and multiple managed account options.

Carlyn Bouchard is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Raymond James & Associates, Inc. and AXA Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Amanda Nagy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at the Mayo Clinic and Pacific University. Nagy is also Vice President of Palace Enterprises, a business entity associated with her practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Joseph Fitzgerald is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Charles Schwab since 2000 and has concurrently worked at Charles Schwab Bank since 2006. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational arrangements.

Mark Schwelling is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2000 and has worked with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and due diligence on alternative investments, leveraging its large scale and integrated operational structure.

Elisabeth Collins is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Lincoln Financial Securities Corporation and Janney Montgomery Scott. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Morgan Edlund is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 license and previously worked at Woodbury Financial Services Inc. Outside of his advisory roles, Edlund has been involved with the Duluth Whiskey Project since 2019 and has experience working with the Lake Elmo Event Center. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment process featuring portfolio optimization and offers a range of brokerage and advisory services, including unified managed accounts and third-party money manager programs.

Tracy Howard is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 25 years of industry experience. Prior to joining OSAIC in 2025, Howard worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 20 years and briefly at Merrill. Outside of advising, Howard serves as successor trustee for the Rigsbee Family Trust. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation, portfolio optimization, and multiple management options, supported by a complex network of affiliated entities and private-equity ownership.

Timothy Falleri is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at Bank of America from 2016 to 2022 and held a position at Missouri State University from 2015 to 2018. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael O'Brien is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation. His prior work includes roles at Centaurus Financial INC., Argosy Financial, Vanguard, Ricoh USA, and Trilogy at Vistancia. Outside of his advisory work, he operates a social media business, The Guess Room, LLC. 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.

Danielle Mc Clenahan is a Series 66-registered financial advisor with over 22 years of industry experience. She currently works at OSAIC, joining in 2024, and previously held roles at Securities America Advisors, Sii Investments, and Investment Centers of America. Outside of her advisory work, she volunteers at Appleton Alliance Church and has worked as an independent food delivery driver. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, with an investment process centered on model-based asset allocation, portfolio optimization, and multiple platform options for discretionary and advisor-managed strategies.

John Neighbours Jr. is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Royal Alliance Associates, Mass Mutual Investors Services, and LPL Financial. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and multiple management options.

Fredric Susser is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Charles Schwab and Co., Inc., having joined the firm and Charles Schwab Bank in 2022. Prior to this, he worked at TD Ameritrade from 2010 to 2022. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash management solutions.

Dominic Griffis is a financial advisor at Osaic Wealth in Scottsdale, AZ, with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Sage Point Financial and Merrill. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party managers.

Shelly Malone is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Advisor Group, Transamerica Financial Advisor, and Allstate Insurance Company. She is also involved in selling life insurance products part-time on weekends through companies affiliated with Symmetry. 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 and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization and supports advisors with a wide range of investment strategies across multiple affiliated entities.