Maxwell Morgan is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and The Vanguard Group. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ann Brown is a financial advisor at Osaic with 25 years of industry experience and holds a Series 66 designation. Her career includes long-term roles at Securities America Advisors, Inc., and Cabela's. Outside of her advisory work, she teaches Zumba and Pound fitness classes. 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 managed portfolios. The firm employs a model-based investment approach with an emphasis on portfolio optimization and risk management.

Edward Walker is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services, FSC Securities Corporation, J.P. Morgan Securities, Chase Investment Services, Banc One Securities, and Ameriprise. Outside of his advisory role, he is a co-owner of an investment-related LLC. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization in its investment approach and is notable for its scale, affiliate network, and private-equity ownership.

William Kerwin is a financial advisor with LPL Financial in Cave Creek, AZ, holding a Series 66 designation and nine years of industry experience. His career includes roles at BMO Bank NA, Vanguard, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he also has experience working as a contract driver for Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools and broad non-advisory financial products.

Stephanie Cornwall is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked for Woodbury Financial Services for 13 years before joining OSAIC in 2024. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and provides access to various portfolio management strategies and third-party platforms.

Shawn Peterson is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Chase Investment Services Corp. Peterson is also the owner of a vacation rental property, which is managed by a third party. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christen Krueger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. Christen has been with Thrivent and its related entities since 2005, including 18 years at THRIVENT Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing service called WealthPlan.

Frank Calise is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include work with Avantax and Securities America, as well as managing his own entities focused on financial planning and tax preparation, including ownership of three H&R Block franchises. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering various portfolio management and financial planning services through a large network of independent advisors. The firm employs a multi-manager platform with diverse program options and manages over $256 billion in assets.

Dayne Quist is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has worked in the financial sector since 2011, including roles at Woodbury Financial and Woodbury Financial Services. Outside of finance, he has been involved with St. Croix National Golf Course for over 20 years. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Margaret Paddock is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has held positions at firms including Raymond James Financial Services and Old National Bank. Outside of advising, she was involved in Paddock Development, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Kristin Seed is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kevin Lewis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley, John Hancock Investment Management, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Roman Zharov is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and has worked at Securities America Inc. since 2013. He is also a licensed insurance producer in Nebraska. Osaic Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment process with portfolio optimization and offers advisory and brokerage services through a multi-advisor platform.

Jeffrey Rutherford is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at SagePoint, Royal Alliance Associates, Inc., and Signator Investors, Inc. Rutherford is a licensed real estate salesperson and life insurance producer in Massachusetts but is not currently active in those fields. OSAIC 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 delivered through a multi-advisor platform.

Austin Pahnke is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and has prior experience at City National Bank and RBC Capital Markets. Outside of finance, he has been involved with entrepreneurial ventures including AZ AP Transport LLC and Vicious Fitness LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad range of portfolio management styles and affiliated research.

Kenneth Melichar is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he manages a small family farm on a part-time basis. Stifel serves a diverse client base that includes individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Elizabeth Hawkins is a financial advisor at Osaic with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as one of two trustors and trustees of a family estate trust. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides a range of brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Megan Osbrink is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its related entities since 2018, following five years at Commercial Cleaning Systems. Outside of her advisory role, Osbrink serves as CEO of a women’s networking group based in Scottsdale. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Kimberly Dale is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corporation and Life Certain Wealth Strategies/Blue Sky Wealth Management. 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’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced tools and discretionary or third-party managed strategies.

Jason Skrodenis is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. His previous roles include positions at DiSys, LPL Financial, Sunflower Bank, CIT, and Mutual of Omaha Bank. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.