Logan Gillespie is a financial advisor at Charles Schwab in Scottsdale, AZ, with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and Epic Valet. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Scott Hernberg is a financial advisor at Osaic with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Osaic since 2013. 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 utilizes a model-based investment approach with emphasis on asset allocation, portfolio optimization, and a range of managed account programs.

Ryanmichael Griffin is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. His career includes roles at Advisor Group, Health IQ, NewBridge Securities Corporation, Mass Mutual Life Insurance Co, and Hantz Financial Services. Outside of his financial career, he is the sole author of the independently published children's book "Braylan's I-Can-Be Book." OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charitable and corporate clients. The firm offers a wide range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools and multiple managed account strategies.

Gregg Rencher is a CFP® professional with 27 years of industry experience, currently serving at OSAIC. He has previously worked at Royal Alliance and Allstate Insurance Company, where he held insurance agent roles for over 15 years. Outside of his advisory work, he serves as a board member of a homeowners association. OSAIC Wealth serves a diversified client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-driven investment approach and supports multiple custodian and third-party platforms.

Wesley Brown is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Inc. and TD Ameritrade Investment Management. In addition to his advisory role, he is also a licensed life insurance and annuities producer. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activities.

Tamim Wali is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including SagePoint Financial, Equitable Advisors, and Merrill. OSAIC Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting a variety of investment programs and third-party money manager options.

Kristina Larsen is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America, Inc. and Allstate Financial Services, LLC. Larsen is based in Scottsdale, AZ. 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 emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and third-party manager options.

James Rogers is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he serves as a trustee for a family living trust. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and multiple investment program options.

Jay Stainsby is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with OSAIC since 2023. His prior roles include positions 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 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 utilizing model-based asset allocation and portfolio optimization, supported by an extensive affiliate network and multiple program offerings.

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 Series 66 licensed financial advisor with 17 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Securities, Lincoln Financial Advisors, LPL Financial, and Thrivent Investment Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a variety of managed accounts and third-party money manager programs.

Syed Quadri is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and has held roles at firms including Advisors Group, TrueLine, Wells Fargo, and Fidelity Investments. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, comprehensive financial planning, and investment management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple affiliated broker-dealer and RIA relationships.

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, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Woodbury Financial, American Enterprise Investment Services Inc, and Edward Jones. OSAIC serves a diverse clientele including retail and institutional investors, offering a broad range of brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and risk management tools, supporting various investment strategies through its extensive multi-advisor platform.

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 with J.P. Morgan Securities in Sun City West, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Vanguard Advisers and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

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, following two years at Sunamerica Securities, Inc. Ayers serves as a successor co-trustee for a family living trust. OSAIC serves a broad range of 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 uses model-based asset allocation and portfolio optimization techniques and is notable for its scale, affiliate network, and recent consolidation activity.

Michael Paulus is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Securities America, Inc. and TD Waterhouse Investor Services, Inc. He is based in Scottsdale, AZ. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of financial planning and investment management programs supported by a complex affiliate network.

Eric Porath is a financial advisor with Osaic Wealth, holding a Series 66 designation and 26 years of industry experience. He has worked at Osaic since 2024, following nine years at Woodbury Financial Services and prior roles at Minnesota Life Insurance Company and CRI Securities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Debra De Long Urquhart is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Securities America Inc., and H.D. Vest Insurance Services. 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’s investment approach centers on model-based asset allocation and portfolio optimization, with a wide range of programs that include unified managed accounts and third-party money manager strategies.