Larry Copeland is a CFP®-certified financial advisor with 32 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for eight years. Based in Scottsdale, AZ, he holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Lori Bogatz is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms including Arbor Point Advisors and EverBank. Outside of finance, she is involved with Bogatz Heating and Air Conditioning, where she performs office cleaning duties. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by multiple custodial and platform arrangements.

William Macdougall is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors and Lincoln Financial Securities Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options such as Unified Managed Accounts and third-party money manager programs.

William Kulesh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates from 2002 to 2012. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Michael Cox is a financial advisor at OSAIC based in Scottsdale, AZ, with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Securities America Advisors and Central Financial Services. Cox also holds an advisory principal license without client or sales activity. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Alex Roe is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Financial-affiliated firms from 2014 to 2025 before joining Osaic in 2025. Osaic Wealth serves a diverse client base including retail 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 supported by risk-assessment tools and offers a variety of managed portfolio options, including discretionary strategies and third-party manager programs.

Barry Silver is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Grove Point Investments, H. Beck Inc., Wells Fargo Clearing, and Crowell, Weedon & Co. He has also operated Silver Financial Services, an insurance business, for 16 years. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Lane is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisor, LLC. Lane is based in Scottsdale, AZ. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced analytical tools and provides access to alternative investments through third-party platforms.

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, Securian Financial Services, and Northern Lights Distributors. Outside of his advisory work, he owns multiple food and beverage businesses and volunteers with the Lincoln Christian Schools Booster Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Robert Showalter is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 34 years before joining OSAIC in 2025. OSAIC 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 with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account options.

Ryan Yamada is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Cetera Advisor Networks, CWM, and Mutual of Omaha. Outside the financial industry, he spent a decade working at Complete Weddings & Events. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process incorporating asset allocation and portfolio optimization, supporting various account types and third-party management options.

Tami Carley is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Allianz Life Financial Services, Thrivent Financial, and RBC Capital Markets. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and proprietary investment strategies.

Douglas Faust is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has spent 25 years at NEXT Financial Group, Inc. and has been involved with Casey, Menden, Faust and Nelson, P.A. since 1988, where he also engages in tax preparation and accounting. In addition to his advisory work, he operates a tree farm in Eden Prairie, MN. 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 and model portfolio programs, supported by a broad network of investment adviser representatives.

Jason Mc Quown is a financial advisor with Osaic Wealth Inc and holds a Series 65 designation. He has one year of industry experience, having previously worked at Kestra Advisory Services, LLC for one year. Outside of finance, he has been employed with Westerville City Schools since 2003. Osaic Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization, supported by various tools, and is notable for its scale, affiliate network, and recent consolidation activity.

Michael Gatti is a CFP® with 18 years of experience in the financial industry. He joined OSAIC in 2024 after working at Triad Advisors for six years and Northstar Securities for one year. OSAIC Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process incorporates model-based asset allocation, portfolio optimization, and multiple program offerings delivered through an extensive affiliate network.

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 worked previously at The Vanguard Group, Fidelity Investments, Merrill Lynch, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Glenn Buelt is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 designation. His career includes roles at Frank Russell Company, Securities America Advisors, and KMS Financial Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

Jacob Mcfarlane is a financial advisor at Osaic Wealth based in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Colorado Financial Service Corporation, Sagepoint Financial, Advisor Group, and Bank of America. Before entering finance, he worked at Legacy Golf Resort for three years. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment approach with options for discretionary management, third-party managers, and alternative investments.

Daniel Hunter is a Series 66 licensed advisor at Osaic Wealth with 13 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for over a decade. 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 model-based asset allocation and portfolio optimization tools and supports a range of investment strategies and third-party manager programs.