Steven Van Domelen is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial and SII Investments. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies and third-party managers.

Scott Dewhurst is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with LPL Financial and has prior experience at FSC Securities Corporation and Mass Mutual Investors Services. Dewhurst is also involved with Dewhurst Wealth Management, a business related to his advisory practice. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Gregory Geryak is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has held roles at several firms, including One2One Financial Wealth Strategies and PlanMember Securities Corporation. He also operates Gregory J. Geryak Insurance Agency, Inc., an independent insurance business. 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 various investment and advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jules Freeman is a financial advisor at Ameriprise in Scottsdale, AZ, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2019. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Freeman.

Francis De Blasi is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and U.S. Bancorp Investments. He is also the founder and director of the Baller Dream Foundation, a charitable organization based in Scottsdale, Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

John Corba is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with Royal Alliance Associates Inc since 2000. Outside of his advisory role, he serves as President of the All Souls Unitarian Universalist Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and a range of managed account programs.

Andrew Dixon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Advisor Group, Carida Insurance, Crescent Securities, USAA Investment Management Company, USAA Financial Advisors, and Fidelity. He also serves as a FINRA arbitrator in a rotation hearing various investment and employee complaints. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options, including Unified Managed Accounts and third-party manager programs.

Jessica Lively is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corp for over two decades. Outside of her advisory role, Lively serves as the President of the Board of Directors for Rockfish, a competitive swim team, and is a board member and parent representative for the Sharks Swim Team, a neighborhood summer swim program. OSAIC 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’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessment and rebalancing tools.

Jonathan Edwards is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Scottsdale, AZ. 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, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Elizabeth Reilly is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for five years prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Parker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His career includes roles at Woodbury Financial, Thornburg Securities Corp, Advisors Asset Management, Inc., and MetLife Investment Fund Services LLC. He has been with OSAIC since 2024. OSAIC Wealth serves a diverse range of clients, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization tools, supporting both discretionary and advisor-managed strategies.

Jessica Reyes is a financial advisor at Thrivent Investment Management based in Scottsdale, AZ, with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at My Home Group and Xavier University of Medicine. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses across various financial topics. The firm provides planning through a network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Valarie Washington is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corporation for 22 years before joining OSAIC in 2023. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Garrett Storr is a Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial strategies tailored to clients' unique goals. He aims to build holistic plans designed to support long-term success and peace of mind. Garrett has been with Fidelity Investments since 2021, progressing through roles as Financial Representative and Investment Consultant before his current position. He holds a California Insurance License. Outside of his professional work, Garrett is involved in family activities, hiking, military service, caring for pets, traveling, and volunteering.

Adam Wills is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2021, following seven years at Wells Fargo Bank, N.A. in Scottsdale, AZ. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Michael Robbins II is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Raymond James & Associates since 2020 and previously worked at USAA in various financial planning and investment management roles from 2009 to 2020. Robbins is based in Scottsdale, AZ. 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 clientele, including individuals, institutions, pension plans, and charitable organizations, offering a range of financial planning and consulting services primarily on a non-discretionary basis.

Robert Gaines is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Gaines serves as a board member and finance committee member for the Boulder Crest Foundation, a nonprofit focused on health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Katherine Del Castillo is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill Lynch since 2007 and holds the Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nikos Gutrugianios is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at MSI Financial Services. Outside of his advisory role, he is involved in e-commerce through ownership of a business that sells products on Amazon, and he participates in real estate activities including property ownership and management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with a focus on Eligible Strategies and may incorporate ESG considerations.

Pamela Martin is a financial advisor at OSAIC with 29 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, discretionary and advisor-managed strategies, and access to third-party managers and alternative investments.