Sandy Luong is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. Prior to joining OSAIC in 2024, Luong worked at Triad Advisors, Grove Point Advisors, and PNC Bank, among other firms. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Andrew Hunt is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America and Bank of the West. Osaic Wealth serves a broad 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 approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Marla Mallula is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leads a wealth management practice serving clients in Lower Manhattan and Staten Island, focusing on creating customized strategies to help individuals and families pursue their long-term financial goals. Marla collaborates closely with clients to develop personalized plans that consider their unique financial situations, risk tolerance, and aspirations. With over 30 years of experience in financial services, Marla specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management, retirement income planning, and portfolio management. She works extensively with financial professionals, corporate executives, business owners, and their families, offering a comprehensive range of services such as wealth management, lending, insurance, and estate planning. Marla holds a Bachelor's degree from the University at Albany SUNY and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys playing volleyball and pickleball, running, reading, and spending time with her family, residing with her wife and three sons on Staten Island’s South Shore.

Sean Mannello is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Ladenburg Thalmann & Co, American Portfolios Financial Services, Infinex Investments, Triad Advisors, Securities America, and Schwab Wealth Advisory. 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, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Kevin Axelson is a Series 66-licensed financial advisor at OSAIC with 29 years of industry experience. He previously worked at Securities America Advisors, Inc. for 21 years and has served as a home office supervisor overseeing advisory representatives. 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, portfolio optimization, and a range of managed account programs.

Kortny Hall is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and has a background in education, having spent several years with school districts and universities. Kortny holds the Series 66 designation. 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.

Mai Han Shultz is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. OSAIC serves a diverse range 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 approach utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Aaron Bailey is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 credential and 11 years of industry experience. He has been with Charles Schwab and affiliated entities since 2015. Outside of his advisory work, Bailey hosts the Not So Native Podcast, which features interviews and explores local attractions in Arizona. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of brokerage, advisory, and custody services. The firm’s investment approach includes both non-discretionary and discretionary management options, supported by multi-asset model portfolios and due diligence through the Schwab Center for Financial Research.

Bridget Miyauchi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior work includes positions at Charles Schwab & Co., Inc. and various roles outside financial services such as at Eurothreads and Charity’s Medical & Aesthetics. She also serves as a client associate at Fortitude Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Shawn Welch is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo since 2016. His prior experience includes roles at Morgan Stanley and related entities from 2006 to 2010. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Tara Hinzman is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a business called THIN Z MAN LLC. 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 uses research and analytics to evaluate managers and investment options, offering both brokerage and advisory solutions across a large platform.

Vincenzo Leto is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Axos Clearing, TD Ameritrade, and New York Life Investment Management. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance assessments and efficient frontier analysis.

Eric Schaber is a financial advisor with OSAIC, holding a Series 66 designation and possessing 17 years of industry experience. His prior roles include positions at Securities America, Inc. and KMS Financial Services, Inc. Outside of his advisory work, Schaber owns Junkyard Mike’s Bully Rescue, a dog rescue operation focused on caring for shelter dogs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Tiffani Therrien is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 credential and has previously worked at Avantax Investment Services and Pittman Wealth Management, among other firms. She is also involved with Intentional Wealth Solutions LLC, where she works with advisors and clients on solutions and service. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program options and third-party managers.

James Norris is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2013, including a recent tenure at Centaurus Financial Inc. Outside of advisory work, he is involved in tax planning through Forum Tax Planning and holds a notary commission in Arizona. 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 variety of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and combining advisory services with a range of non-advisory financial products.

Ann Zlamal is a financial advisor with OSAIC in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at firms such as United Planners Financial Services, LPL Financial, and Prudential Insurance Company of America. Outside of her advisory work, she is an adjunct professor at Grand Canyon University and owns several small businesses, including an online retail store and a clothing construction company, and serves as a judge at the Scottsdale Saddle Club. 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 model-based asset allocation and portfolio optimization tools and supports a range of portfolio management approaches through its affiliated broker-dealer and RIA relationships.

Ian Bates is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Advisor Group and Edelman Financial Engines. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using advanced tools and multiple program options.

Dawn Larson is a financial advisor at Osaic Wealth with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Securities America Advisors and SECURITIES AMERICA, inc. Larson also serves as a board member for her homeowners association, where she helps coordinate neighborhood events and activities. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, allowing advisors to implement various managed strategies across multiple custodial and program arrangements.

Mark Morales is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Morales serves as a board member for the Phoenix Cancer Support Network and as secretary for the Tower Gardens HOA III in Phoenix. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a large network of financial advisors.