Samuel Bjellos is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 12 years. Outside of his advisory role, he has Power of Attorney for his mother’s estate. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a notable scale and a complex affiliate network.

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 Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm employs a model-based investment approach with various program options and is notable for its scale and complex affiliate network.

Joy Briceland is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. Her career includes roles at Wells Fargo Bank and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary advisory services and access to discretionary separately managed accounts, supported by centralized custody and an integrated operational structure.

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 10 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at American General Securities Incorporated and Valic Financial Advisors. In addition to her advisory role, she serves as an adjunct business professor at College of the Mainland, teaching business courses to college students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment approach and supports advisors with discretionary and third-party managed strategies within a broad platform featuring numerous affiliated entities.

Mark Gross is a Series 66-licensed financial advisor at OSAIC with 23 years of industry experience. He previously worked for FSC Securities Corporation from 1998 to 2023. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform that provides brokerage and advisory services. The firm uses a model-based investment process emphasizing asset allocation and portfolio optimization, offering multiple program options such as advisor-managed portfolios and third-party money manager programs.

Brad Richardson is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has worked in marketing and service roles, including positions at Ninefold Marketing, Grit Marketing, and In-N-Out Burger. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Brett Megrue is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Texas Capital Bank, and D.A. Davidson & Co. He currently serves as an executor and limited agent for Vanguard investment accounts. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services utilizing model-based asset allocation and portfolio optimization across various managed account and planning programs.

Trevor Ketelsen is a financial advisor at Osaic with 14 years of industry experience. He holds a Series 66 designation and has worked at Securities America Inc. since 2007 before joining Osaic. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio options. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Surupa Chakraborty is a Series 66 licensed financial advisor with six years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked since 2022. Prior to that, she held roles at Merrill and Bank of America, N.A. from 2017 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with an emphasis on a combination of quantitative and qualitative manager due diligence.

Hyman Lee is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a multi-advisor platform offering both brokerage and advisory services.

Thomas Raguso is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Royal Alliance Associates, Benefitscorp Equities, Inc., and One Orchard Equities, Inc. Additionally, he has been a self-employed photographer since 1989. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Mariah Romero is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at BMO Harris Bank N.A. from 2013 to 2021 before joining LPL Financial in 2021. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio models and customized strategies.

Douglas Godfrey is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including Ameriprise, Merrill, and Bank of America prior to joining LPL Financial. Godfrey serves as Treasurer on the Board of Directors for The Singletons, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by technology tools.

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 at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Princor Financial Services, and Principal Life Insurance Company. Outside of his advisory work, he serves as president of the board for Cactus Foothills Little League, a local nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of advisory and brokerage services, leveraging its scale and complex affiliate network.

Deanna Lynch is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.