Logan Gillespie is a financial advisor at Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 credentials with one year of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab Bank. Outside of finance, he has experience working with Epic Valet and pursuing full-time education. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure.

Scott Hernberg is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Osaic since 2013. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and a variety of investment options across discretionary and non-discretionary accounts.

Ryanmichael Griffin is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Advisor Group in 2022, he worked at several firms including Mass Mutual Life Insurance Co and Hantz Financial Services. Outside of financial advising, Griffin is the sole author of a children’s book titled "Braylan's I-Can-Be Book," which was independently published in 2021. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managers to construct and manage portfolios across multiple asset classes.

Gregg Rencher is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently affiliated with OSAIC in Scottsdale, AZ. His previous experience includes 15 years at Allstate Insurance Company and 8 years at Royal Alliance. Outside of advisory duties, he serves as a board member of a homeowners association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of investment types, managing accounts on both discretionary and non-discretionary bases.

Wesley Brown is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade, Inc. Brown also engages in the sales of life insurance and annuities as a licensed producer. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Tamim Wali is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including SagePoint Financial, Equitable Advisors, Merrill, and Bank of America. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. Its advisers use asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various investment types.

Kristina Larsen is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Securities America, Inc. and Allstate Financial Services, LLC. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of asset-allocation tools and investment options, supporting both discretionary and non-discretionary account management.

James Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 11 years of experience in the financial services industry, specializing in areas such as executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, individual and corporate investment strategy, tax minimization, and retirement income. James holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Phoenix. Prior to his financial services career, James served as a paratrooper in the US Army and was honorably discharged. He is actively involved in his community as a member of organizations such as the American Legion, Veterans of Foreign Wars, and Sons of the American Revolution. James resides in North Phoenix with his wife and five children and enjoys camping, fishing, hiking, hunting, and spending time with his family.

Jay Stainsby is a financial advisor with OSAIC in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. His prior work includes roles at FSC Securities Corporation, Pinpoint Global Communications, Cetera, and Foresters Financial Services. He also serves as a consultant to Pinpoint Global Communications, providing insights on training, compliance systems, and strategic recommendations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers. The firm employs a variety of asset allocation tools and investment options to construct portfolios managed either discretionarily or non-discretionarily.

David Maxton is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2007. Outside of his advisory work, Maxton is a part owner of Maxton Farm in Jackson, Missouri. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Adam Wilson is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities, Lincoln Financial Advisors, and LPL Financial. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Syed Quadri is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Advisors Group, TrueLine, Wells Fargo, and Fidelity Investments. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

John Ebanietti is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2020, following eight years at RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Belair is a financial advisor at OSAIC based in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial, American Enterprise Investment Services Inc, and Edward Jones. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated financial advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various investment types on both discretionary and non-discretionary bases.

Isabella Carrilho is a CFP® with five years of industry experience, currently serving at Charles Schwab in Scottsdale, AZ. Her prior work includes roles at Charles Schwab Bank, Turning Point USA, and Grand Canyon Education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions along with integrated brokerage, custody, and financial planning services.

Robert Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers and The Vanguard Group prior to joining J.P. Morgan in 2021. J.P. Morgan Securities 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.

Leslie Ayers is a financial advisor at Osaic with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as successor co-trustee for the Distefano Family Living Trust. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and advisory platforms. The firm uses a range of asset-allocation tools and offers integrated brokerage and advisory services, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Paulus is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Securities America, Inc. and TD Waterhouse Investor Services, Inc. prior to joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs various portfolio construction tools including asset-allocation models and automated rebalancing, with management available on both discretionary and non-discretionary bases.

Eric Porath is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has prior experience with Woodbury Financial Services, Cri Securities, and Minnesota Life Insurance Company. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Debra De Long Urquhart is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, Securities America Inc., H.D. Vest Insurance Services, and Biggs & Dickinson Financial Services. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.