Jarrod Blackwell is a financial advisor at OSAIC based in Scottsdale, AZ, with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Triad Advisors, Cetera Advisor Networks LLC, and Cetera Investment Services LLC spanning over two decades. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and private equity ownership.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding role at Arizona State Credit Union. Outside of her advisory work, she owns and operates a cattle business through Lazy P Lazy P, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Michael Scott is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for FSC Securities Corporation for 16 years. 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 employs a model-based investment approach with tools for asset allocation, portfolio optimization, and uses both proprietary and third-party strategies.

Steven Van Domelen is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial and SII Investments. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies and third-party managers.

Gregory Geryak is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has held roles at several firms, including One2One Financial Wealth Strategies and PlanMember Securities Corporation. He also operates Gregory J. Geryak Insurance Agency, Inc., an independent insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment and advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Francis De Blasi is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and U.S. Bancorp Investments. He is also the founder and director of the Baller Dream Foundation, a charitable organization based in Scottsdale, Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

John Corba is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with Royal Alliance Associates Inc since 2000. Outside of his advisory role, he serves as President of the All Souls Unitarian Universalist Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and a range of managed account programs.

Andrew Dixon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Advisor Group, Carida Insurance, Crescent Securities, USAA Investment Management Company, USAA Financial Advisors, and Fidelity. He also serves as a FINRA arbitrator in a rotation hearing various investment and employee complaints. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options, including Unified Managed Accounts and third-party manager programs.

Jessica Lively is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corp for over two decades. Outside of her advisory role, Lively serves as the President of the Board of Directors for Rockfish, a competitive swim team, and is a board member and parent representative for the Sharks Swim Team, a neighborhood summer swim program. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessment and rebalancing tools.

Michael Parker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His career includes roles at Woodbury Financial, Thornburg Securities Corp, Advisors Asset Management, Inc., and MetLife Investment Fund Services LLC. He has been with OSAIC since 2024. OSAIC Wealth serves a diverse range of clients, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization tools, supporting both discretionary and advisor-managed strategies.

Valarie Washington is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corporation for 22 years before joining OSAIC in 2023. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Adam Wills is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2021, following seven years at Wells Fargo Bank, N.A. in Scottsdale, AZ. 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 and third-party providers.

Nikos Gutrugianios is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at MSI Financial Services. Outside of his advisory role, he is involved in e-commerce through ownership of a business that sells products on Amazon, and he participates in real estate activities including property ownership and management. 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 searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with a focus on Eligible Strategies and may incorporate ESG considerations.

Pamela Martin is a financial advisor at OSAIC with 29 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. OSAIC 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 features model-based asset allocation, portfolio optimization, discretionary and advisor-managed strategies, and access to third-party managers and alternative investments.

John Chambers is a financial advisor at OSAIC based in Scottsdale, AZ, holding a Series 66 designation with 26 years of industry experience. He previously worked at FSC Securities Corporation for 17 years and spent one year at PGIM Investments LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Timothy Sisk is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SagePoint Financial, Royal Alliance, and Merrill. Outside of his advisory role, he is the CEO of T Sisk Insurance Services, which offers fixed insurance products such as life, Medicare supplement, dental, and cancer insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and third-party manager options, supported by a wide affiliate network and private-equity ownership.

Brenda Allen is a financial advisor at Osaic Wealth based in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. She has worked at Securities America Inc. and Osaic since 2014. Outside of her advisory role, she volunteers as a Group Director and facilitator for Omaha Rapid Response, leading weekly sessions for The Ultimate Journey, an organization focused on mutual encouragement and spiritual growth. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Alton Nguyen is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation in 2025. He has also held various roles in education from 2012 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Cheryl Rebottaro is a ChFC® with 21 years of industry experience and has been with Edward Jones since 2010. She is based in Scotts Valley, CA, and holds a Series 66 license. Outside of her financial advisory work, she is involved in local music venues in Scotts Valley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Susan Grant is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Prudential, J.P. Morgan Securities, and Valic Financial Advisors. Her current role at OSAIC follows positions at CoreCap Advisors and Freedom Wealth Management. OSAIC Wealth serves a diverse client base comprising individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a wide range of investment programs supported by proprietary tools and third-party managers.