Scottsdale, AZ N Hayden Road Office

Jason Gerb is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Securities America Inc, Woodbury Financial Services, Triad Advisors, TD Bank, Foresters Financial Services, and Equinox Fund Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, retirement plans, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing various strategies and platform relationships to serve both retail and institutional clients.

Theresa Labadie is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Osaic Advisory Services, LLC since 2024 and previously spent eight years at Triad Advisors, Inc. in Scottsdale, Arizona. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple analytical approaches and platform integrations to deliver and monitor strategies.

Philip Kaye Skinner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors. Outside of his advisory role, he is involved in freelance theatrical lighting and sound design and ghostwrites a food blog. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of managed programs, third-party manager solutions, financial planning, and access to alternative investments, using both fundamental and technical strategies.

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. He has worked at Sagepoint Financial, Inc. since 2009 and previously at Sunamerica Securities, Inc. from 1998 to 2005. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments through platform relationships and affiliated managers.

Howard Ryan Jr. is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors for ten years. Outside his advisory career, he has worked as a food delivery driver for DoorDash and Uber. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing multiple strategies and platform partnerships to support discretionary and non-discretionary account management.

Bryon Decker is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes a decade at Arbor Point Advisors and extensive tenure with Securities America Advisors, Inc. Decker also holds a long-standing role with the Millard Athletic Association. Osaic Advisory Services, LLC is an SEC-registered enterprise firm that serves a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a variety of investment programs and planning services, employing both fundamental and technical analysis, tactical trading, and access to alternative investments through integrated platform relationships.