Scottsdale, AZ 6263 N. Scottsdale Rd Office

Carter Mengedoth is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 designations. He has one year of industry experience and has held positions at LIQD Investments and Speedway Junk Removal, among others. Mengedoth has also worked at the University of Arizona and in the food service industry. OSAIC serves a wide range of retail and institutional clients through numerous affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third‑party investment managers. The firm uses asset allocation tools and automated rebalancing to manage diversified portfolios and supports various advisory platforms and legacy program transitions.

Kelsey Bejar is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and bringing six years of industry experience. Prior to joining OSAIC in 2024, Bejar worked at Woodbury Financial Services Inc. from 2019 to 2024 and has been affiliated with The Henne Financial Group since 2017. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and various platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and both discretionary and non-discretionary portfolio management, incorporating a wide range of investment options.

Matthew Logan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and LIQD Investments. Logan has also been involved with LIQD Investments and MKG Advisors LLC as an analyst and client coordinator. Osaic Wealth, Inc. serves a diverse range 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 a variety of asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexander Blasi is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group and LHM Financial. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an investment approach that uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various asset classes.

Michael Cummiskey is a financial advisor at OSAIC with the designations ChFC®, Series 63, and Series 65, and 34 years of industry experience. He previously worked at Fortis Investors, Inc. for 32 years. Outside of advising, he serves as President and owner of Paradise Valley Wealth Management, Inc., which offers insurance products. He also acts as power of attorney for a family member in long-term care. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include a wide range of securities and alternative investments.

Matthew Wochos is a financial advisor at OSAIC with 25 years of industry experience. He has held roles at LIQD Investments, Woodbury Financial Services, Inc., and The Henne Financial Group, LLC. Outside of his advisory work, he is the managing member of MKG Advisors, LLC, a non-investment-related business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.