Melissa Taylor is a financial advisor with Osaic, holding a Series 66 designation and 19 years of industry experience. She has worked at Osaic since 2023 and previously spent 10 years at Morgan Stanley Smith Barney LLC and 7 years at Sage Point Financial. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party managers.

Kristian Michael is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Bank of America and Merrill from 2014 to 2026 before joining Osaic Wealth Inc. in Scottsdale, AZ. Outside of his advisory work, he owns Dean's Mourning Wood, LLC, a business that creates custom hand-made wood furniture and art, primarily focusing on caskets for pets. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and various managed account strategies.

Michael Hodson is a financial advisor at Osaic Wealth with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at MML Investors Services, IDC Investor Services, Tobin & Company Securities LLC, and WealthForge. Osaic Wealth serves a broad mix of retail and institutional 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, supporting a range of customizable strategies and third-party money manager programs.

Jennifer Brunner is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Sii Investments and Securities America Advisors prior to joining OSAIC. OSAIC Wealth serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform featuring comprehensive financial planning, model-based asset allocation, and a range of advisory and brokerage services.

Ashley Kugel is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, having previously been employed by Securities America Inc. since 2016. 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, model-based asset allocation, and portfolio optimization. The firm is noted for its scale, complex affiliate network, and a broad range of investment programs delivered via affiliated broker-dealer and RIA relationships.

William Bradley is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds a Series 66 designation and has 26 years of industry experience, including 12 years at Compak Asset Management prior to joining Wells Fargo in 2016. Outside of advisory work, he is the sole owner of WAB Enterprises Inc., which leases a Mooney aircraft. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support a range of brokerage and advisory solutions.

Brandon Riley is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Oscar Orrego is a financial advisor with Merrill based in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Curtiss Tharp is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Securities, Global Value Investment Corp, and Ross, Sinclaire & Associates. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Emilio Acedo is a CFP®-designated financial advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Freedom Mortgage and Finis Landing. He is based in Scottsdale, AZ. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with alternative investment options and a centralized operational structure.

Michael Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2021. Prior to joining Baird, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, he has been involved with PAC Properties since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a range of investment strategies including traditional and non-traditional approaches.

Bradley Hickman is a Series 66-licensed financial advisor at OSAIC with 19 years of industry experience. He previously worked at Woodbury Financial Services for 12 years, as well as Ameriprise and Edward Jones. He is based in Scottsdale, AZ. OSAIC serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by technology tools and a variety of program options.

Nathan Glenn is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for nine years at Lincoln Financial Advisors. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with comprehensive financial planning and portfolio management services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager options.

Timothy Metcalf is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Outside of his advisory role, he is involved with a vacation rental business in Puerto Penasco, Sonora, Mexico. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to broad investment products. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Brandon Willard is a financial advisor at Edward Jones in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach for the Deer Valley Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Aaron Kurasch is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Cade Mc Nicholas serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to manage their financial lives effectively. Cade holds a Bachelor's Degree from the University of Arkansas System and has earned the professional designation of Personal Investment Advisor (PIA). His approach involves helping clients identify what matters to them and their families to develop strategies for pursuing their financial goals.

William Ugalde is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. He is based in Scottsdale, AZ. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of customizable strategies supported by proprietary analytics and third-party managers.

Chad Barton is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 14 years, followed by a brief tenure at FSC Securities Corporation. Based in Scottsdale, AZ, Barton joined OSAIC in 2023. OSAIC 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 emphasizes model-based asset allocation and portfolio optimization, supporting various account types and investment strategies through its complex affiliate network and proprietary models.

Rodger Byrdy is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018, following five years at The Vanguard Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based financial analyses and planning without portfolio management or discretionary trading authority.