Katherine Melendez is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at American Portfolios Financial Services Inc. and Equitable Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of investment products.

Russell Trapp is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he maintains an Arizona real estate license for personal and family use and is an owner of an LLC that owns a Cessna 172 airplane flown by his wife. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Williams is a financial advisor with RBC Capital Markets in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, N.A., and City National Bank. Outside of his advisory work, he serves on the advisory board of the Epilepsy Center Foundation of Northwest Ohio and acts as Secretary/Treasurer for the Carefree Foothills Homeowners' Association board of directors. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs tailored to client risk profiles. The firm combines in-house and third-party investment management solutions and provides integrated services such as portfolio management, financial planning, and custody.

Allison Sukup is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked with Securities America Advisors and Securities America Inc before joining OSAIC. Outside of her advisory role, she participates as a host and guest on various podcasts discussing art, TV shows, books, and movies. OSAIC serves a broad range of clients, including individual, high-net-worth, pension, corporate, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Joan Knight is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Sage Point Financial and Lincoln Financial Advisors 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 advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios.

Preston Friarson is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022 and 2024, respectively. Prior to entering financial services, he held positions in various industries including food service and logistics. 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 operates a dual-registered broker-dealer and investment adviser model, providing both non-discretionary advice and access to discretionary separately managed accounts under a multi-asset, strategic asset allocation framework.

Catherine Anderson is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors, Kohl's, and Nationwide Securities LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Shon Houston is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024, following eight years at Securities America, Inc. He also serves as a Data Integrity Analyst in an investment-related role. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Daniel Bott Sr. is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked with Bank of America and Merrill since 2009. Outside of his advisory role, he owns New Financial Frontiers LLC, which provides educational materials and software to investment management professionals, and serves as a director for the Academy of Model Aeronautics Foundation, a nonprofit supporting model aviation and youth scholarships. He is also involved in a family drag racing team, Bott Motorsports. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victoria Printz is a financial advisor with OSAIC in Scottsdale, Arizona, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Royal Alliance, AXA Advisors, AXA Equitable, Bridgemark Strategies, LPL Financial, and Texas Legacy Wealth Management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers and wrap programs.

Grant Hubbard is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America Private Bank and Atrium Holding LLC. Outside of his advisory role, he owns a residential rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Granger is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for eight years and at the Delaware Claims Processing Facility for two years. Osaic Wealth 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 supported by a range of asset-allocation tools and access to third-party managed accounts.

Jacqueline Reinert is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and previously worked for Waddell & Reed Inc. for 12 years and Sagepoint Financial, Inc., where she also serves as a Regional Supervision Manager. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various investment types.

Theresa Cann is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated funds.

Jacob Adams is a financial advisor with LPL Financial in Phoenix, AZ. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he was associated with American Financial Associates and has experience in tax preparation and accounting services through a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Annette Petzel is a CFP® professional with over 41 years of experience in the financial services industry. She is currently with OSAIC and has held prior roles at Woodbury Financial Services, Questar Asset Management, and other firms. Petzel is also an insurance agent specializing in Medicare, employee benefits, personal life insurance, and disability at R P Ryan Insurance, Inc. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios based on client risk tolerance and investment objectives.

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 Palacios is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to her advisory role, she was employed at the Mayo Clinic and Pacific University. Outside of her advisory duties, she serves as Vice President of Palace Enterprises, a business entity supporting her team practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kurt Oswald is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. He previously worked at Lincoln Financial Advisors for eight years before joining LPL Financial in 2023. Outside of his advisory role, he participates in medical research testing studies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.