Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisors, LLC. Outside of finance, she has been involved with Cigar City Crossfit. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party solutions to manage portfolios.

Joseph Koenig is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web publishing, ebooks, traditional books, and custom product merchandising. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Matthew Spellman is a CFP®-certified financial advisor with J.P. Morgan Securities in Phoenix, AZ, and has three years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Reggie Alilonu is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Scottsdale, AZ. His prior roles include positions at Hosler Wealth Management LLC and Allonu Financial Services, LLC, as well as experience in insurance and accounting through HD Vest Insurance Agency and his own CPA practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Jaros Jr. is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024. Prior to that, he was employed at Securities America, Inc. for seven years. Outside of his advisory role, he works as an independent contractor rideshare driver for Uber. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers a variety of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment options on both discretionary and non-discretionary bases.

Kevin Purcell is a financial advisor at Robert Baird & Co. based in Scottsdale, AZ. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at the University of Oklahoma, Loyola Academy, and Saints Faith Hope and Charity. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Emily Fiabane is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Royal Alliance Associates, FIS Global, and AXA Equitable. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools, risk assessment, and access to third-party money managers.

Cole Jensen Handley is a financial advisor with Wells Fargo Clearing in Glendale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He also worked briefly with Ironwood Payments in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Arndt is a financial advisor with Equitable Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 36 years of industry experience. Her prior roles include positions at Sagepoint Financial, INC and Arque Capital. She serves as President of the Paradise Valley Villas Homeowner's Association board. Equitable Advisors provides financial planning and investment services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers advisory and brokerage channels, emphasizing a hybrid referral and implementation model with access to multiple third-party asset managers and LPL programs.

Blake Jones is a financial advisor at Edelman Financial Engines with a Series 65 credential and four years of industry experience. Before joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his financial advisory role, he has worked as a delivery driver for Amazon Flex and Uber Eats/Postmates since 2020. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary investment management with a focus on diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Robert Escobedo is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at JE Elite, SFCU, and DFCU. He is involved in a family business, JE Elite LLC, based in Litchfield Park, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

David Altschuler is a financial advisor with LPL Financial in Scottsdale, AZ, holding CFP® and ChFC® designations and over 47 years of industry experience. He previously worked at Cantella & CO., Inc. for 27 years and has managed his own practice since 1980. Outside of advisory work, he is a notary public in the State of New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Alec Bruington is a CFP® professional with eight years of industry experience, currently affiliated with Cetera in Scottsdale, AZ. His background includes seven years at The Vanguard Group, Inc. and roles at various firms, including FDF Wealth Strategies where he is involved in learning advisory practice operations. Cetera Investment Advisers LLC is a large, nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Kelton Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and entry-level industry experience. He has been with Wells Fargo Clearing since 2025. Prior to this, he studied at Arizona State University and worked at Discount Tire. 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.

King Mah is a financial advisor with OSAIC in Peoria, AZ, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has experience with various insurance carriers and Waddell & Reed, Inc. Outside of his advisory role, Mah is employed at Magic Feet Reflexology, where he handles administrative duties and guest services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Susan Roberts is a financial advisor at Osaic Wealth Inc. with six years of industry experience. She holds a Series 66 designation and has worked at several firms including NEXT Financial, Securities America, and Bank of the West. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Sammer Miqbel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments and is currently associated with Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, providing financial planning and investment consulting tailored to client goals. The firm offers a range of advisory programs and supports institutional consulting with tools that incorporate risk profiling and modeling to help illustrate potential outcomes.

Christopher Lanier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 18 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. Lanier also works as a fixed insurance agent outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through its advisory programs and consulting services.

Kevin Naef is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds the Series 63 designation and is based in Sun City, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.