Scottsdale, AZ N Hayden Road Office

Jason Gerb is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securities America Inc, Woodbury Financial Services, Inc., and TD Bank N.A., among others. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed using proprietary guidance and third-party platforms.

Theresa Labadie is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 designation and bringing eight years of industry experience. She has worked with Triad Advisors, Inc. since 2016 and joined Osaic in 2024. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of financial services through multiple program models, combining proprietary guidance and third-party platforms to build and manage portfolios.

Philip Kaye Skinner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Arbor Point Advisors and Securities America Advisors since 2014. Outside of finance, he has worked as a freelance theatrical lighting and sound designer and has ghostwritten a food blog in collaboration with his wife. He also serves as a minister and has officiated weddings. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of advisory and financial planning services through multiple program models, utilizing a mix of proprietary and third-party platforms, with custody and execution arranged primarily through Schwab and Fidelity.

Peter Hirsch is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at SagePoint Financial, Inc. and Sunamerica Securities, Inc. He is based in Scottsdale, AZ. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to both proprietary and third-party investment platforms.

Howard Ryan Jr. is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Arbor Point Advisors and Securities America Advisors, Inc. for over a decade. Outside of his advisory roles, he has also worked as a food delivery driver for Uber and DoorDash. Osaic Advisory Services, LLC is an SEC‑registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models and access to multiple third-party platforms and managers.

Bryon Decker is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Arbor Point Advisors and Securities America Advisors, Inc. since 2004. Osaic Advisory Services serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, with portfolios managed using proprietary guidance and third-party platforms.