John Dimonda is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of advisory and brokerage services supported by a model-based investment process and a multi-advisor platform.

Nicole Rimsza is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the CFP® designation along with Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at The Vanguard Group and Fidelity Investments. Outside of advising, she works as a Director of Operations and Support Advisor at Sunstone Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through its unique affiliations.

Bryan Wollheim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having joined Merrill Lynch in 2009. Bryan specializes in working with high net worth families, individual investors, and business owners to develop their long-term financial goals. He functions as a Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. Bryan holds a Bachelor's Degree in Finance from the University of Arizona. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include divorce transition planning, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Born and raised in Arizona, Bryan lives with his wife Jaclyn and their three daughters. He enjoys golf, traveling, snowboarding, and supports several Arizona sports teams. Bryan is involved in community organizations such as Chaparral Pom, Crowns of Courage, Phoenix Zoo, and Scottsdale School District.

David Robson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at BMO Harris, Wells Fargo Clearing, and Chase Investment Services Corp. He is based in Cave Creek, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client accounts.

Jennifer Secola is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including H. Beck, Inc., Mann Financial Group, and LPL Financial. Additionally, she has been involved with Hinsdale Covenant Church since 2012 and works as an associate at Legacy Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Schaal is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Securities America Inc., TD Ameritrade, and Momentum Independent Network Inc. Since 2004, Schaal has also served as a FINRA arbitrator on investment-related dispute panels. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party managers, and is notable for its scale and complex affiliate network.

Carolyn Berenger is a Series 66 licensed financial advisor with Edward Jones in Phoenix, AZ, where she has worked since 2014. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Larry Copeland is a CFP®-certified financial advisor with 32 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for eight years. Based in Scottsdale, AZ, he holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Lori Bogatz is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms including Arbor Point Advisors and EverBank. Outside of finance, she is involved with Bogatz Heating and Air Conditioning, where she performs office cleaning duties. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by multiple custodial and platform arrangements.

William Macdougall is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors and Lincoln Financial Securities Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options such as Unified Managed Accounts and third-party money manager programs.

William Kulesh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates from 2002 to 2012. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Michael Cox is a financial advisor at OSAIC based in Scottsdale, AZ, with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Securities America Advisors and Central Financial Services. Cox also holds an advisory principal license without client or sales activity. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Alex Roe is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Financial-affiliated firms from 2014 to 2025 before joining Osaic in 2025. Osaic Wealth serves a diverse client base including retail 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 supported by risk-assessment tools and offers a variety of managed portfolio options, including discretionary strategies and third-party manager programs.

Barry Silver is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Grove Point Investments, H. Beck Inc., Wells Fargo Clearing, and Crowell, Weedon & Co. He has also operated Silver Financial Services, an insurance business, for 16 years. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Lane 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 Raymond James Financial Services and Triad Advisor, LLC. Lane is based in Scottsdale, AZ. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced analytical tools and provides access to alternative investments through third-party platforms.

Devyn Wirth is a CFP® professional with six years of industry experience, currently affiliated with Charles Schwab in Scottsdale, AZ. Prior to joining Schwab, Wirth held roles at Canyon 49 Grill, The Lope House, Grand Canyon University, and HuHot Mongolian Grill. 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 mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and alternative investment due diligence, supported by a large integrated operational structure.

Daniel Pierce is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Minnesota Life Insurance Co, Heritage Financial Services, Securian Financial Services, and Northern Lights Distributors. Outside of his advisory work, he owns multiple food and beverage businesses and volunteers with the Lincoln Christian Schools Booster Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Robert Showalter is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 34 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account options.

Ryan Yamada is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Cetera Advisor Networks, CWM, and Mutual of Omaha. Outside the financial industry, he spent a decade working at Complete Weddings & Events. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process incorporating asset allocation and portfolio optimization, supporting various account types and third-party management options.

Tami Carley is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Allianz Life Financial Services, Thrivent Financial, and RBC Capital Markets. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and proprietary investment strategies.