Anne Mifsud is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with OSAIC since 1998. Outside of her advisory role, she serves as co-trustee of her parents' family trust. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account platforms.

Joy Briceland is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Wells Fargo Bank and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios along with alternative investment options.

Joseph Bates is a financial advisor at Edward Jones in Peoria, AZ, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Arrington is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. His career includes roles at Bank of America, J.P. Morgan Securities, Robinhood Financial, and Vanguard Group. Outside of finance, he is involved in woodworking and custom furniture building through a personal business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal and third-party management approaches and supports clients with trading, account administration, and custody services.

Katherine Tunstall is a financial advisor at OSAIC with nine years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Tunstall also serves as an adjunct business professor at College of the Mainland, where she teaches business courses to college students. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage portfolios across a range of asset classes.

Mark Gross is a financial advisor with OSAIC based in Scottsdale, AZ. He holds a Series 66 designation and has 23 years of industry experience, including 25 years at FSC Securities Corporation prior to joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and uses various asset-allocation tools and third-party managers to construct and manage portfolios across a broad range of investment types.

Brad Richardson is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Julia Mc Cullough is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2008 and is also associated with Southworth & Wilson, Inc. in a support role. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA employer consulting programs.

Dallin Montez is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he has experience in marketing and other industries, including roles at Validus Financial Associates, Ninefold Marketing, and Grit Marketing. Montez has also worked in pest control and the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options, supported by research and model portfolios.

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.