Brett Megrue is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Royal Alliance Associates, Transamerica Financial Advisors, D.A. Davidson & Co., and Merrill. Megrue also serves as a limited agent managing investment accounts for individuals outside of his advisory role. OSAIC Wealth, Inc. provides services to a broad range of retail and institutional clients, offering integrated brokerage, investment advisory, and financial planning solutions through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party money managers to support diversified portfolio construction and management.

Trevor Ketelsen is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has been with Securities America Inc. since 2007 before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals and corporate pension plans, offering a variety of investment advisory and brokerage services through a large network of affiliated advisers. The firm employs sophisticated asset-allocation tools and provides access to multiple advisory platforms and third-party managed account solutions.

Surupa Chakraborty is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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.

Hyman Lee is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation from 2012 to 2025. 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, and access to third-party money managers. The firm employs various tools and platforms to construct diversified portfolios tailored to client needs, including stocks, bonds, mutual funds, ETFs, and alternative investments.

Thomas Raguso is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Royal Alliance Associates since 2003 and Benefitscorp Equities, Inc. since 2002, and has been associated with One Orchard Equities, Inc. since 1997. Outside of finance, he is also a self-employed photographer with over three decades of experience. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and various advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a diverse set of securities, supporting both discretionary and non-discretionary account management.

Mariah Romero is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior experience includes roles at BMO Bank N.A. and BMO Harris Bank N.A. from 2013 to 2021. 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. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Douglas Godfrey is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Ameriprise, Merrill, and Bank of America. Godfrey serves as treasurer on the board of The Singletons, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Nathan Breese is a Series 66–licensed financial advisor with Edward Jones, based in Carefree, Arizona. He has 12 years of industry experience, having worked with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supported by a large nationwide network of advisors and branch offices.

Jason Trujillo is a financial advisor with OSAIC in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. He serves as President of the Board for the Cactus Foothills Little League, a local nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and advisory services with various investment platforms and third-party solutions.

Ira Shapiro is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC from 2010 to 2020 before joining LPL Financial in 2020. Outside of his advisory role, he operates Ira Shapiro LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services that include discretionary and non-discretionary management supported by research and model portfolios.

Kristin Howard is a financial advisor with Merrill in Scottsdale, AZ, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. She has been with Merrill since 2014 and is currently associated with Bank of America, N.A. Outside of her advisory role, she works as a fitness program coach for Faster Way to Fat Loss and is involved in sales and marketing for a skin care company called The Olive Tree People-Oliveda. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Robert Preston is a financial advisor with Sonoran Capital Management LLC in Cave Creek, AZ. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including his entire advisory career at Sonoran Capital Management since 2006. Sonoran Capital Management LLC provides portfolio management and advisory services to a very limited client base, focusing exclusively on high-net-worth individuals. The firm emphasizes personalized portfolio monitoring and trade execution under clearly defined policies.

David Kahn is a financial advisor at North Scottsdale Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with North Scottsdale Wealth Advisors since 2016. The firm offers discretionary asset management primarily to individuals, trusts, pension and profit-sharing plans, and business entities through a wrap fee program, managing approximately $63 million on a discretionary basis. Its investment approach integrates fixed-income strategies with global equity investments, employing fundamental, quantitative, cyclical, and technical analyses while allowing for individualized client restrictions within the wrap program.

Amrish Mathur is a financial advisor with Global Wealth Partners, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Global Wealth Partners since 2010 and also works with Global Investment Advisors, LLC. Outside of financial advising, Mathur is involved in healthcare consulting through Healthcare Strategic Solutions, a firm he founded that provides Medicare and Medicaid reimbursement consulting services primarily to hospital clients. Global Wealth Partners, LLC is a small advisory firm with two advisors that focuses on acting in the best interest of its clients.

Ramneek Mathur is a financial advisor at Global Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Global Wealth Partners since 2010. In addition to his advisory role, Mathur is active as a real estate agent. Global Wealth Partners, LLC is a small firm with two advisors, focusing on delivering tailored wealth management solutions.