Phoenix, AZ Office

Jonathan Launder is a CFP® with 11 years of experience in the financial industry. He is currently with OSAIC and has held previous roles at Lincoln Financial Advisors Corporation, Royal Alliance Associates, Legacy Wealth Alliance, and other firms. He is based in Phoenix, AZ. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Darren Monroe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors and MidFirst Bank. He is also involved in life insurance sales as a business activity. OSAIC serves a diverse clientele, including retail, high-net-worth, institutional, and charitable investors, through a large network of affiliated advisers. The firm uses a variety of asset-allocation tools and offers integrated brokerage and advisory services across multiple platforms.

Bruce Keller is a financial advisor with OSAIC based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and automated rebalancing across various investment vehicles.

Jodie Shtabsky is a CFP® professional with 20 years of industry experience, currently affiliated with Osaic Wealth, Inc. in Phoenix, AZ. She has worked at Osaic Wealth since 2018 and previously spent time at Sii. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Philip Henry is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AE Wealth Management, Clear Solutions (Bergen Financial Group), and Sagepoint. In addition to his advisory role, he provides fixed annuities and life insurance services through Brayshaw Financial Group, LLC. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory services and uses multiple platforms and tools to construct portfolios across various asset classes while supporting both discretionary and non-discretionary account management.

Catherine Ivy is a financial advisor at OSAIC with 32 years of industry experience. She holds the Series 63 and Series 65 credentials. Ivy has worked at several firms including SagePoint Financial, LPL Financial Corporation, and has operated Ivy Financial Planning & Associates since 2006. She is also president of the Ben & Catherine Ivy Foundation, a nonprofit organization focused on brain cancer research. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and managed account solutions. The firm employs various tools and third-party platforms to construct diversified portfolios tailored to client needs.