William Macdougall is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 14 years. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed-account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to build portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

William Kulesh is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Cox is a financial advisor at OSAIC based in Scottsdale, AZ, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Securities America Advisors and Ameritas Investment Corp among other firms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Alex Roe is a financial advisor at OSAIC in Scottsdale, AZ, with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation for eight years. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Barry Silver is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Grove Point Investments, Grove Point Advisors, Silver Financial Services, and H. Beck Inc. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Lane is a financial advisor at OSAIC based in Scottsdale, AZ, with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services and Triad Advisor, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and managed-account solutions to construct portfolios that include various asset classes, with options for discretionary or non-discretionary management.

Devyn Wirth is a CFP® professional with six years of industry experience, currently affiliated with Charles Schwab in Scottsdale, AZ. Prior to joining Schwab, Wirth held roles at Canyon 49 Grill, The Lope House, Grand Canyon University, and HuHot Mongolian Grill. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and alternative investment due diligence, supported by a large integrated operational structure.

Daniel Pierce is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Minnesota Life Insurance Co, Heritage Financial Services, and Securian Financial Services Inc. Outside of finance, he owns several food service businesses and volunteers with the Lincoln Christian Schools Booster Club. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of portfolio management tools and options.

Robert Showalter is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 34 years before joining OSAIC in 2025. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Yamada is a CFP® with 10 years of industry experience. He is currently with OSAIC and has held positions at Securities America Advisors, Cetera Advisor Networks, CWM, and Mutual of Omaha. Outside of finance, he was involved with Complete Weddings & Events for 10 years. Osaic Wealth, Inc. 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, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Tami Carley is a financial advisor with Osaic Wealth Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Her prior roles include positions at Allianz Life Financial Services, Thrivent Financial, and RBC Capital Markets. Osaic Wealth, Inc. 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, utilizing multiple platforms and asset-allocation tools to construct portfolios that may include a wide range of investment products.

Douglas Faust is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2025, following a 25-year tenure at NEXT Financial Group, Inc. In addition to his advisory work, Faust is involved in tax preparation and accounting through Casey Menden Faust & Nelson P.A. and operates a tree farm in Eden Prairie, Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Mc Quown is a financial advisor at Osaic Wealth, Inc. with a Series 65 credential and one year of industry experience. He has been affiliated with Osaic Wealth Inc and Kestra Advisory Services, LLC since 2025 and 2026 respectively. Outside of his advisory roles, he has a long-standing position at Westerville City Schools dating back to 2003. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory platforms and asset-allocation tools to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Michael Gatti is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with OSAIC since 2024 and previously worked at Triad Advisors for six years. His background also includes roles at Northstar Securities and CNL Securities Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers.

Allen Klippel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including The Vanguard Group, Fidelity Investments, and Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Glenn Buelt is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 credential. He previously worked at the Frank Russell Company for 15 years and has been with Securities America Advisors, Inc. since 2020. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. Its investment approach includes asset-allocation tools, risk-tolerance assessments, and automated rebalancing, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Mcfarlane is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. His prior firms include Charles Schwab & Co., Inc., Colorado Financial Service Corporation, and Advisor Group. Osaic Wealth serves a broad variety of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third‑party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios, with options for discretionary or non-discretionary management.

Daniel Hunter is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ, holding a Series 66 credential and 13 years of industry experience. He has been affiliated with Securities America Advisors and Securities America Inc since 2010. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage portfolios across various asset classes.

Eric Stein is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation with 21 years of industry experience. He has been with Osaic since 2018 and previously worked at SII from 2016 to 2018. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a variety of investment types on both discretionary and non-discretionary bases.

Robin Radoff is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.