Gregory Geryak is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. His career includes roles at One2One Financial Wealth Strategies, PlanMember Securities Corporation, and Next Step Advisors LLC. He also operates the Greg J. Geryak Insurance Agency, which is a separate business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, leveraging both discretionary and non-discretionary management with research support from LPL Research and third-party subadvisors.

Francis De Blasi is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and U.S. Bancorp Investments. He is also the founder and director of the Baller Dream Foundation, a charitable organization based in Scottsdale, Arizona. 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 institutions.

John Corba is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Royal Alliance Associates Inc since 2000. Outside of his advisory work, Corba serves as president of a Unitarian Universalist church board. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm employs asset-allocation tools and multiple investment strategies to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Andrew Dixon is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including USAA Financial Advisors, Inc. and Advisor Group. Dixon also serves as a FINRA arbitrator on matters involving investment and employee complaints. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Jessica Lively 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 and Lincoln Financial Securities Corp. Outside of her advisory role, she serves as President of the Board for Rockfish Swimming and is a board member and parent representative for a local summer swim team. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts.

Michael Parker is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Woodbury Financial and Thornburg Securities Corp. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple investment types.

Valarie Washington is a financial advisor at Osaic with 21 years of industry experience. She holds a Series 66 designation and has worked at FSC Securities Corporation for over 25 years. Washington has been with Osaic since 2023. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, offering various investment platforms, financial planning, retirement consulting, and access to third-party money managers.

Adam Wills is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2021, following seven years at Wells Fargo Bank, N.A. in Scottsdale, AZ. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Pamela Martin is a financial advisor at OSAIC with 29 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. 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 through a large network of financial advisers and employs a range of asset-allocation and portfolio management tools.

John Chambers is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and has been with FSC Securities Corporation since 2006. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, combining a variety of portfolio management tools and access to third-party money managers.

Timothy Sisk is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at SagePoint Financial, Royal Alliance, Bank of America, Merrill, and Northwestern Mutual. He is also CEO of T Sisk Insurance Services, a fixed insurance provider focusing on life, medical supplement, dental, and cancer insurance. OSAIC serves a diverse clientele including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and various advisory platforms. The firm utilizes asset-allocation tools and third-party services to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options.

Brenda Allen is a financial advisor with OSAIC based in Scottsdale, AZ. She holds a Series 66 designation and has nine years of industry experience. Prior to joining OSAIC, she worked at Securities America Inc. for 12 years. Outside of her advisory role, she volunteers as a group director and facilitator for The Ultimate Journey, a program focused on mutual encouragement and spiritual growth. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Alton Nguyen is a financial advisor at LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation. Outside of finance, he has teaching experience spanning several years at Arizona State University and various schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services.

Cheryl Rebottaro is a ChFC® with 21 years of industry experience and has been with Edward Jones since 2010. She is based in Scotts Valley, CA, and holds a Series 66 license. Outside of her financial advisory work, she is involved in local music venues in Scotts Valley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Susan Grant is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Prudential, JP Morgan Chase Bank, and Valic Financial Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brett Lungaretti is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with Charles Schwab since 1997 and also has a role at Charles Schwab Bank since 2007. Outside of his advisory work, he occasionally assists with data entry and client interactions for a flooring contracting business owned by his spouse. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Raymond James Financial Services and Desert Financial Federal Credit Union, with over 18 years at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Gary Yeager is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has operated his own firm, G. A. Yeager & Co, since 1977. In addition to his advisory work, he prepares taxes through a separate business activity. 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 diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Caroline Wulff is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 15 years before joining OSAIC in 2023. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services and employs various asset-allocation tools, risk assessments, and automated portfolio rebalancing techniques.

Frank Case is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at Ascend Associate Inc., Arizona State University, Discover Financial Services, and Charles Schwab Bank, SSB. Outside of his advisory work, he is involved with Wild Mamas, a company focused on marketing and manufacturing animal-based cosmetic beauty products and supplements. Charles Schwab 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 and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.