Katherine Melendez is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at American Portfolios Financial Services Inc., Equitable Advisors, and Axa Advisors LLC. 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 emphasizes model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial arrangements.

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.

Andrew Evans is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes six years of self-employment and service in the United States Marine Corps. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory work, Allison participates in various podcasts as a host and guest, discussing topics such as art, TV shows, books, and movies unrelated to finance. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to discretionary strategies, third-party managers, and alternative investments.

Joan Knight is a financial advisor at OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 designations with 26 years of industry experience. Her career includes positions at Sage Point Financial, Lincoln Financial Advisors Corp, NRP Financial, Inc., and Osaic FA, Inc. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager programs.

Preston Friarson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab, he held various roles outside of finance including positions at Olive Garden and FedEx. 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 large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and alternative investment options.

Catherine Anderson is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors, Kohl's, and Nationwide Securities LLC prior to joining OSAIC. 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 employs a model-based investment approach focused on asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Shon Houston is a financial advisor with Osaic Wealth in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Securities America, Inc. for eight years and joined Osaic in 2024. Outside his advisory role, he serves as a Data Integrity Analyst for SAA RIA. 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, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by multiple custodial and platform arrangements, and is notable for its scale, complex affiliate network, and private-equity ownership.

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 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.

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 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.

Kurt Oswald is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for eight years and WFG Advisors for six years. Outside of his advisory work, he participates in medical research testing. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies on discretionary and non-discretionary bases.