Jon Schrank is a CFP® professional at OSAIC with 31 years of experience in the financial services industry. He worked at FSC Securities Corporation for 21 years before joining OSAIC in 2023. Outside of his advisory role, he owns an independent insurance agency that sells fixed insurance products, including medical, life, disability, and long-term care insurance. 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 with a range of investment options and platforms, utilizing asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Jerry Quartey Papafio is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify and understand what matters most to them and their families, helping to develop strategies that address short-, mid-, and long-term financial goals. His services encompass a range of financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Jerry also facilitates access to Bank of America specialists to support banking, credit, home financing, and small business solutions. Jerry holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Master’s degree from the University of Northampton, a Bachelor’s degree from the University of Cape Coast, and completed his secondary education at Mfantsipim School. Outside of his professional responsibilities, Jerry’s personal interests include basketball, music, running, soccer, and traveling.

Bryce Bunnell is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked in custom carpentry and the fitness industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Johny Makhijani is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and manages property management businesses unrelated to his investment activities. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Meade is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services and Questar Asset Management. Outside of advisory activities, he is a sole proprietor involved in insurance services and plans to sell a collection of inherited baseball cards. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles and third-party platforms.

Randy Pierce is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2006. Pierce owns an accounting practice, The Pierce Group, which focuses on tax return preparation, and he also provides tax services for certain clients. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.

Timothy Wei is a financial advisor at JS Consulting with a Series 65 designation and two years of industry experience. He has worked previously at KEDP, Aloha Pacific Federal Credit Union, KMH LLP, and KPMG. In addition to his advisory role, Wei operates as an independent accountant. JS Family Consulting Inc. provides advisory services by selecting and referring clients to third-party investment advisers rather than directly managing portfolios. The firm serves individual and business clients, customizing recommendations based on income, tax situations, and risk tolerance, while portfolio management is handled by the recommended advisers.

Gary Grinsell is a financial advisor at Ifl Financial Advisors in Villa Park, CA, with 16 years of industry experience. He has been with Ifl Financial Advisors since 2010. Ifl Financial Advisors provides portfolio management and financial planning services primarily to individual investors and also advises pension and profit-sharing plans. The firm manages approximately $28.7 million across 22 clients, combining retirement plan services with individualized wealth management.