David Gray is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to that, he worked at Merrill for five years. Gray acts as trustee for two irrevocable trusts established for his children. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions.

Benjamin Mitchell is a financial advisor with Osaic in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Osaic since 2024 and has over two decades with Securities America Inc. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process that emphasizes asset allocation, portfolio optimization, and risk management. The firm is notable for its scale, affiliate network, and multi-advisor platform.

Vanessa Gutierrez is a financial advisor at Osaic with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic since 2012, following prior roles at Osaic Services, Inc. and Sunamerica Securities, Inc. She serves as trustee for her own living trust. 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 centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Joseph Naasko is a financial advisor with Osaic Wealth Inc. based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Osaic, he worked at AXOS Clearing and TD Ameritrade among other roles. 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 utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies, third-party managers, and alternative investments across complex affiliate networks.

Erin Richters is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at Securities America, Inc. since 2016, alongside her current role at OSAIC. Previously, she was employed at Starbucks for one year. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various risk assessment and rebalancing tools.

Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her work history includes positions at Cetera, Cetera Investment Services LLC, and First National Bank of PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Scott Long is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. He is based in Scottsdale, AZ. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and charitable 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, supported by various tools and strategies including Unified Managed Accounts and third-party money manager programs.

Brett Baker is a financial advisor at Osaic Wealth with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of advising, he operates a sole proprietorship related to his family’s insurance business. 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 a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple investment program options.

Holly Swihart is a financial advisor at Osaic with 19 years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Advisors from 2006 to 2025. Outside of her advisory role, she serves as a host providing housing support in a service capacity. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of client types from individual investors to corporate clients.

Peter Roberti Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Timothy Heaton is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Securities America Inc. since 2013 before joining OSAIC in 2024. Based in Scottsdale, AZ, he serves clients through a large, multi-advisor platform. OSAIC Wealth offers services to retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach featuring asset allocation and portfolio optimization tools, providing both brokerage and advisory programs through a complex network of affiliated broker-dealers and registered investment advisers.

Jill Rolfe is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at OSAIC since 2024 and previously with Securities America Inc for 12 years. Outside of her advisory roles, she has been involved with the Elks Club since 2012. 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 emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Renee Berreth is a financial advisor at Osaic with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Commonwealth Financial Network, Wells Fargo Clearing, and UBS Financial Services. Outside of her advisory work, she manages a cattle ranch and oversees land rental operations through her trusts. 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 brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various risk and rebalancing tools.

Michael Fleming is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2015. Outside of his advisory role, he serves as an executor for a family estate. 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’s investment process centers on model-based asset allocation and portfolio optimization with a range of program options including Unified Managed Accounts and third-party money manager programs.

Christopher Faust is a financial advisor with OSAIC in Scottsdale, AZ. He holds Series 63, 65, and 66 credentials and has 26 years of industry experience. His prior work history includes positions at SagePoint Financial, Bank of America, N.A., and Merrill. OSAIC serves a broad mix of retail and institutional clients with brokerage and advisory services delivered through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and offers a range of program options including financial planning and retirement plan consulting.

Karla Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation and nine years with the firm. She has 27 years of prior self-employment experience. Outside of her advisory role, she is a trustee of a family trust associated with a family farm and participates in a local business and community networking group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices.

Jacob Parent is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameriprise in Glendale, AZ since 2024. He previously worked at Equitable Advisors for four years. Outside of his advisory role, he owns JSP Global Consulting, a consulting business based in Scottsdale, AZ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized, tax-aware retirement income planning through a collaborative and research-driven approach.

Michael McPhail is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Jefferson Pilot Securities Corporation and Lincoln Financial Advisors. Outside of his advisory role, he provides caregiving services to an immediate family member. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of customizable strategies.

Peter Dutoit is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 65 designation and has worked at firms including Royal Alliance Associates, TD Bank, TD Ameritrade, and Foresters Financial Services. He 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 brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of programs and third-party manager options.

Srdjan Calija is a financial advisor at J.P. Morgan Securities in Peoria, AZ, holding Series 66 and Series 63 licenses with 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.