Roger Verboon is a financial advisor with OSAIC based in Scottsdale, AZ, and has 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades. There are no noted outside business activities. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management strategies across multiple investment products.

Terence Turner is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding the Series 66 designation and over 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process, managing approximately $2.74 trillion in client assets.

Stacy O’keeffe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked with Woodbury Financial, Royal Alliance Associates, FSC Securities Corporation, and Sagepoint Financial. O’keeffe serves as president and chair of the OSAIC Foundation, where she is involved in community activities and foundation governance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to multiple investment products and third-party managers.

Alan Bunn is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth, Inc. and has worked at Lincoln Financial Network since 2014. 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 and various advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management solutions.

Daniel Bertolet is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities Inc for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic tools to support its recommendations.

Eric Waszolek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he manages his own rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alton Fabre III is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Phoenix, AZ. His prior experience includes roles at BMO Investment Services, BancWest Investment Services, Bank of America, and Merrill. 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, offering a range of advisory programs, financial planning, and retirement consulting services.

Christopher Loy is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Securities and Fsc Securities. Loy is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing a range of investment products and platforms, supported by tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Catherine Scrivano is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. She is also president and owner of Casco Financial Group and volunteers as a presenter for the SIFMA Foundation to promote financial education. Additionally, she serves on the board and finance committee of Beatitudes Campus, a senior living organization, and participates in voter registration outreach with the Maricopa County Recorder’s Office. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party investment strategies.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisors, LLC. Outside of finance, she has been involved with Cigar City Crossfit. 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 investment advisory and brokerage services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party solutions to manage portfolios.

Joseph Koenig is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web publishing, ebooks, traditional books, and custom product merchandising. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Joseph Jaros Jr. is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024. Prior to that, he was employed at Securities America, Inc. for seven years. Outside of his advisory role, he works as an independent contractor rideshare driver for Uber. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers a variety of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment options on both discretionary and non-discretionary bases.

Kevin Purcell is a financial advisor at Robert Baird & Co. based in Scottsdale, AZ. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at the University of Oklahoma, Loyola Academy, and Saints Faith Hope and Charity. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Emily Fiabane is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Royal Alliance Associates, FIS Global, and AXA Equitable. 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 advisory and brokerage services supported by asset-allocation tools, risk assessment, and access to third-party money managers.

Elizabeth Arndt is a financial advisor with Equitable Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 36 years of industry experience. Her prior roles include positions at Sagepoint Financial, INC and Arque Capital. She serves as President of the Paradise Valley Villas Homeowner's Association board. Equitable Advisors provides financial planning and investment services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers advisory and brokerage channels, emphasizing a hybrid referral and implementation model with access to multiple third-party asset managers and LPL programs.

Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Kelton Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and entry-level industry experience. He has been with Wells Fargo Clearing since 2025. Prior to this, he studied at Arizona State University and worked at Discount Tire. 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.

King Mah is a financial advisor with OSAIC in Peoria, AZ, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has experience with various insurance carriers and Waddell & Reed, Inc. Outside of his advisory role, Mah is employed at Magic Feet Reflexology, where he handles administrative duties and guest services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Susan Roberts is a financial advisor at Osaic Wealth Inc. with six years of industry experience. She holds a Series 66 designation and has worked at several firms including NEXT Financial, Securities America, and Bank of the West. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Sammer Miqbel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments and is currently associated with Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, providing financial planning and investment consulting tailored to client goals. The firm offers a range of advisory programs and supports institutional consulting with tools that incorporate risk profiling and modeling to help illustrate potential outcomes.