Eric Stein is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with 21 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018, following positions at Sii and Invest Financial Corporation. OSAIC serves a diverse client base including retail, high-net-worth individuals, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various risk assessment tools, providing a range of investment programs including discretionary strategies, third-party manager selections, and alternative investments.

Robin Radoff is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 48 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Lundy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Voya Financial Advisors, Edward Jones, and CB Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Elizabeth Nicolaysen is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her career includes long-term roles at Foresters Financial Services and Foresters Advisory Services LLC before joining SagePoint Financial and subsequently OSAIC. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and third-party manager programs.

Melissa Korth is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior work includes roles at Securities America Advisors, SECURITIES AMERICA, Inc., and Cetera Advisors LLC. OSAIC serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients, providing a range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools and offers various managed account programs and third-party investment options.

Alysia Mcgee is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Fsc Securities Corp for 16 years and Truist Investment Services, Inc. for 3 years. Based in Scottsdale, AZ, she is part of a large advisory firm serving a broad client base. OSAIC Wealth serves 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 approach is model-based, utilizing asset allocation and portfolio optimization tools, and supports a range of discretionary and third-party management strategies.

Joseph Chesney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in various areas of finance since 1996, bringing a diverse background that aids him in assisting clients with complex financial situations. Chesney focuses on helping clients across the country grow and preserve assets while generating tax-efficient retirement income. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Chesney holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Aurora University. Outside of his professional work, Chesney enjoys cooking, golfing, hiking, music, reading, running, spending time with his family, traveling, and watching movies. He has lived in Denver since 2011 after growing up in the suburbs of Chicago and is married with two children.

Francis Shappard is a financial advisor with Osaic Wealth based in Scottsdale, AZ. He holds the Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. Since 2002, he has been associated with Royal Alliance Associates, Inc. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Richard Gustafson Jr. is a Series 66-registered advisor with J.P. Morgan Securities in Glendale, AZ, bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Since 2021, he has been with J.P. Morgan Securities and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence.

Stephanie Zemore is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 designations and over 20 years of industry experience. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services, Financial Planning Advisory Corp, Royal Alliance Associates, and Financial & Tax Planning Inc. Outside of her advisory role, she serves as a notary public in Genesee County, Michigan. 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 through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and supports various managed account strategies alongside access to alternative investments.

Jarred Thompson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Grand Canyon University and Miller Sports Construction. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Matthew Gerst is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016, following a decade at Merrill. Outside of his advisory role, he is a co-owner and manager of an investment-related LLC focused on raw land transactions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Clifton Langbecker is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuel Bjellos is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 12 years. Outside of his advisory role, he has Power of Attorney for his mother’s estate. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a notable scale and a complex affiliate network.

Anne Mifsud is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with OSAIC since 1998. Outside of her advisory role, she serves as co-trustee of her parents’ family trust. OSAIC Wealth serves a wide 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 employs a model-based investment approach with various program options and is notable for its scale and complex affiliate network.

Joy Briceland is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. Her career includes roles at Wells Fargo Bank and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary advisory services and access to discretionary separately managed accounts, supported by centralized custody and an integrated operational structure.

Christopher Arrington is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. His career includes roles at Bank of America, J.P. Morgan Securities, Robinhood Financial, and Vanguard Group. Outside of finance, he is involved in woodworking and custom furniture building through a personal business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal and third-party management approaches and supports clients with trading, account administration, and custody services.

Katherine Tunstall is a financial advisor at Osaic with 10 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at American General Securities Incorporated and Valic Financial Advisors. In addition to her advisory role, she serves as an adjunct business professor at College of the Mainland, teaching business courses to college students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment approach and supports advisors with discretionary and third-party managed strategies within a broad platform featuring numerous affiliated entities.

Mark Gross is a Series 66-licensed financial advisor at OSAIC with 23 years of industry experience. He previously worked for FSC Securities Corporation from 1998 to 2023. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform that provides brokerage and advisory services. The firm uses a model-based investment process emphasizing asset allocation and portfolio optimization, offering multiple program options such as advisor-managed portfolios and third-party money manager programs.

Brad Richardson is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.