Tucson, AZ Office

Thomas Zitzmann is a financial advisor with Osaic Wealth, Inc. based in Tucson, AZ, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. He previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. Outside of advising, he serves on the board of the Homer Foundation, a philanthropic organization focused on endowment development and community grant-making, and owns a CPA firm providing tax, financial statement, and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to manage diversified portfolios with various investment options on both discretionary and non-discretionary bases.

Nancy Kelsey is a financial advisor at OSAIC with 39 years of industry experience. She held advisory roles at Securities America Advisors, Inc. and Securities America, Inc. from 2009 to 2024 before joining OSAIC. Outside of her advisory work, she is involved in a cat rescue and rehoming effort in Tucson, Arizona. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm utilizes various asset allocation tools and supports discretionary and non-discretionary account management across multiple investment types.

Monica Strong is a financial advisor at OSAIC with 33 years of industry experience. She previously worked at Lincoln Financial Securities for seven years and AXA Advisors, LLC for nine years. In addition to her advisory role, she offers fixed annuities, equity-indexed annuities, and traditional life insurance as a broker. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, and offers portfolios managed on discretionary or non-discretionary bases with access to third-party money managers and wrap programs.

James Hayes is a financial advisor with OSAIC in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked for Lincoln Financial Advisors for 10 years and briefly for Fleet Feet Pleasant Hill. Outside of his advisory role, Hayes is involved as an insurance agent offering various insurance products through Spectrum Wealth Partners and Trailblazer Wealth. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and advisory services supported by multiple platforms and a variety of investment tools. The firm manages portfolios using asset-allocation strategies and offers access to third-party money managers and unified managed accounts.

Scott Forgues is a CFP® with 19 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and Kms Financial Services, Inc. He holds an Arizona Real Estate Broker license and occasionally facilitates personal real estate transactions for family members. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with advanced portfolio construction tools, offering access to multiple investment strategies and third-party money managers.