Elisabeth Collins is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Lincoln Financial Securities Corporation and Janney Montgomery Scott. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Brian Marcinek is a Managing Director and Private Wealth Advisor with the Marcinek Group at Merrill Private Wealth Management. With over 29 years of experience in banking, investment, and asset management, he advises individuals, families, foundations, and endowments across Arizona and the Pacific Northwest. His expertise includes portfolio construction, credit and liquidity strategies, trust and estate planning services, wealth transfer strategies, and access to banking services through Bank of America. Brian focuses on executing client objectives and delivering value, drawing on his extensive background to navigate the complexities of significant wealth management. Prior to his current role, Brian spent nearly a decade at J.P. Morgan Private Bank leading a wealth management team serving ultra-high-net-worth individuals and families. He also held leadership roles with a local multi-billionaire family office, including Principal and CFO of Eagle River Investments and Treasurer of a private family foundation. Earlier in his career, Brian gained experience in investment banking at J.P. Morgan in New York and in business strategy consulting with Andersen, now Accenture. He holds a B.S. in Applied Economics and Business Management from Cornell University and is a Personal Investment Advisor (PIA). Brian has been involved in community organizations such as Seattle Children's Hospital Foundation, Friends of the Children, and St. Thomas School, serving in roles including trustee and finance committee member. He resides in Arcadia with his wife and daughters and enjoys traveling, outdoor activities with his family, cooking, and savoring fine wine.

Ivey Lopez is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, Lopez worked at Edward Jones for three years and spent fifteen years at Sephora. Lopez holds a Series 66 designation and is based in Peoria, AZ. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Peter Brodt is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.

Morgan Edlund is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 license and previously worked at Woodbury Financial Services Inc. Outside of his advisory roles, Edlund has been involved with the Duluth Whiskey Project since 2019 and has experience working with the Lake Elmo Event Center. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment process featuring portfolio optimization and offers a range of brokerage and advisory services, including unified managed accounts and third-party money manager programs.

Nicholas Bair is a CFP® and ChFC® financial advisor with 18 years of industry experience. He currently works at Cetera and previously held positions at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is a licensed insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Tracy Howard is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 25 years of industry experience. Prior to joining OSAIC in 2025, Howard worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 20 years and briefly at Merrill. Outside of advising, Howard serves as successor trustee for the Rigsbee Family Trust. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation, portfolio optimization, and multiple management options, supported by a complex network of affiliated entities and private-equity ownership.

Ruben Avelar is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 13 years of industry experience. He held previous roles at The Vanguard Group, Inc. from 2013 to 2018 before joining Morgan Stanley in 2019. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning services.

Michael O'Brien is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation. His prior work includes roles at Centaurus Financial INC., Argosy Financial, Vanguard, Ricoh USA, and Trilogy at Vistancia. Outside of his advisory work, he operates a social media business, The Guess Room, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Danielle Mc Clenahan is a Series 66-registered financial advisor with over 22 years of industry experience. She currently works at OSAIC, joining in 2024, and previously held roles at Securities America Advisors, Sii Investments, and Investment Centers of America. Outside of her advisory work, she volunteers at Appleton Alliance Church and has worked as an independent food delivery driver. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, with an investment process centered on model-based asset allocation, portfolio optimization, and multiple platform options for discretionary and advisor-managed strategies.

Keith Davis is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2022. Prior to joining LPL, he held roles at JPMorgan Chase Bank and JP Morgan Securities from 2012 to 2019 and again between 2019 and 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers various investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

John Neighbours Jr. is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Royal Alliance Associates, Mass Mutual Investors Services, and LPL Financial. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and multiple management options.

Jordan Findley is a financial advisor at Osaic Wealth with a Series 66 designation and four years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors and AssetMark Financial Holdings. He is also involved in non-variable insurance and annuity sales through Modern Wealth Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Fredric Susser is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Charles Schwab and Co., Inc., having joined the firm and Charles Schwab Bank in 2022. Prior to this, he worked at TD Ameritrade from 2010 to 2022. 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 discretionary separately managed accounts and offers integrated brokerage, custody, and cash management solutions.

Jason Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Glendale, Arizona. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at LPL Financial for five years and is currently associated with Desert Financial Wealth Management. He is listed as treasurer for an accounting firm owned by his spouse but does not have active duties there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients, employing tailored, non-discretionary planning supported by analytical modeling and risk profiling.

Jillian Mc Gann is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She has worked at Robert W. Baird since 2019 and previously at McMaster-Carr Supply Company from 2013 to 2018. Jillian holds the Series 66 designation and is based in Scottsdale, AZ. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers to implement traditional and complex investment strategies.

Dominic Griffis is a financial advisor at Osaic Wealth in Scottsdale, AZ, with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Sage Point Financial and Merrill. Osaic Wealth 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’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party managers.

Alison Smith is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. Her work history includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as a period working at Orangetheory Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm‑approved planning tools to model financial outcomes.

Shelly Malone is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Advisor Group, Transamerica Financial Advisor, and Allstate Insurance Company. She is also involved in selling life insurance products part-time on weekends through companies affiliated with Symmetry. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization and supports advisors with a wide range of investment strategies across multiple affiliated entities.

Albert Compitello is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 65 and Series 66 credentials. He has 14 years of industry experience, including nine years at Morgan Stanley & Co. LLC and four years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.