Michael Gatti is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with OSAIC since 2024 and previously worked at Triad Advisors for six years. His background also includes roles at Northstar Securities and CNL Securities Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers.

Allen Klippel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including The Vanguard Group, Fidelity Investments, and Merrill Lynch. J.P. Morgan Securities LLC 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.

Glenn Buelt is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 credential. He previously worked at the Frank Russell Company for 15 years and has been with Securities America Advisors, Inc. since 2020. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. Its investment approach includes asset-allocation tools, risk-tolerance assessments, and automated rebalancing, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Mcfarlane is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. His prior firms include Charles Schwab & Co., Inc., Colorado Financial Service Corporation, and Advisor Group. Osaic Wealth serves a broad variety of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third‑party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios, with options for discretionary or non-discretionary management.

Daniel Hunter is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ, holding a Series 66 credential and 13 years of industry experience. He has been affiliated with Securities America Advisors and Securities America Inc since 2010. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage portfolios across various asset classes.

Eric Stein is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation with 21 years of industry experience. He has been with Osaic since 2018 and previously worked at SII from 2016 to 2018. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a variety of investment types on both discretionary and non-discretionary bases.

Robin Radoff is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Lundy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Voya Financial Advisors, Edward Jones, and CB Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Elizabeth Nicolaysen is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations with 29 years of industry experience. She has worked at OSAIC since 2023 and previously held positions at SagePoint Financial and Foresters Financial Services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to managed accounts and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Melissa Korth is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 18 years of industry experience. Her work history includes roles at Securities America Advisors, SECURITIES AMERICA, Inc., and Cetera Advisors LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services with portfolio construction utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

Alysia Mcgee is a financial advisor with OSAIC, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Fsc Securities Corp since 2007. OSAIC serves a diverse range of retail and institutional clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation tools, risk assessment, and access to various investment products and third-party money managers.

Joseph Chesney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in various areas of finance since 1996, bringing a diverse background that aids him in assisting clients with complex financial situations. Chesney focuses on helping clients across the country grow and preserve assets while generating tax-efficient retirement income. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Chesney holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Aurora University. Outside of his professional work, Chesney enjoys cooking, golfing, hiking, music, reading, running, spending time with his family, traveling, and watching movies. He has lived in Denver since 2011 after growing up in the suburbs of Chicago and is married with two children.

Francis Shappard is a financial advisor with OSAIC based in Scottsdale, AZ. He holds the Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2002. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a range of asset-allocation tools and third-party services to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Richard Gustafson Jr. is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2021. Prior to this, he held roles at Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Lamon Stevenson is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation since 2006. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephanie Zemore is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Woodbury Financial Services, Financial Planning Advisory Corp, and Royal Alliance Associates. Outside of her advisory work, she serves as a notary public in Genesee County, Michigan. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Jarred Thompson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Grand Canyon University and Miller Sports Construction. Charles Schwab serves 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Matthew Gerst is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Advisors since 2012 and Wells Fargo Clearing since 2016. Outside of his advisory role, he co-manages MMB Investments, LLC, a family-owned entity involved in raw land purchases and sales. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Clifton Langbecker is a CFP® certificant with 39 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC for seven years. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Samuel Bjellos is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services, Inc. for 12 years. Bjellos has Power of Attorney for his mother's estate. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing various investment platforms and third-party managers to construct portfolios tailored to client risk profiles and investment preferences.