ADVISOR BIO

James T Lam is an active registered investment advisor with over 23 years of experience in the financial services industry. James has a broad range of experience with Osaic Wealth, Inc., Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., VALIC Financial Advisors, Inc., E*TRADE Clearing LLC and E*TRADE Securities LLC. James is also a registered representative with Osaic Wealth, Inc. in the states of California and Georgia. James is a Registered Principal in Georgia. James holds Series 63, 66, 24, 62, SIE and 7 licenses.

SPECIALIZATIONS

ADVISOR BIO

James Tegtmeier-hedinger is a financial advisor with Edward Jones. James has been working in the financial industry since 2003 and has a wide range of experience in the industry. James is also a Registered Representative of Edward Jones. James holds the following licenses: Series 3, Series 4, Series 6, Series 7, Series 24, Series 52, Series 53, Series 63, Series 65, Series 66, and the SIE. James is registered to conduct business in Arizona, California, and Iowa. James has been associated with Edward Jones since October 2024. James previously worked at several other financial firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., Securities Management & Research, Inc., Berthel, Fisher & Company Financial Services, Inc., Broker Dealer Financial Services Corp., Voya Financial Advisors, Inc., Voya Financial Partners, LLC, Best Direct Securities, LLC, Workman Securities Corporation, CUNA Brokerage Services, Inc., and GMAC Investment Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

James Parker is a financial professional with over 20 years of experience in the industry. James has a strong track record of providing personalized financial advice to a wide range of clients, including individuals, families, and businesses. James currently works at Osaic Wealth, Inc., a firm that provides a variety of financial services, including financial planning, investment management, and retirement planning. James is also licensed in Georgia and Nebraska. Prior to joining Osaic Wealth, Inc., James worked at Securities America, Inc., FSC Securities Corporation, Country Capital Management Company, SunTrust Investment Services, Inc., MML Investors Services, Inc., Wachovia Securities, LLC, Hornor, Townsend & Kent, Inc., Waddell & Reed, Inc., E*TRADE Securities, Incorporated, PRUCO Securities Corporation, Dean Witter Reynolds Inc., MONY Securities Corporation, and The Advisors Group, Inc.

SPECIALIZATIONS

ADVISOR BIO

James Harvey Oconnor is an investment advisor representative with O'Connor Capital Advisory, LLC in Scottsdale, Arizona. James is a registered Investment Advisor in Arizona and California. James has over 30 years of experience in the financial services industry and is dedicated to providing personalized financial advice and investment management services to clients. James has worked at United Planners' Financial Services of America A Limited Partner, Zions Direct, Inc. and Stiteler Investments, Inc. James is committed to helping clients achieve their financial goals and providing them with the highest level of service.

SPECIALIZATIONS

ADVISOR BIO

James Cummins is an investment advisor representative registered with Vanguard Advisers, Inc. He is licensed in Arizona and Texas and holds the following licenses: Series 66, Series 63, SIE and Series 7. James has worked in the financial services industry since September 2018 and specializes in providing financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. James's prior experience includes working with Wells Fargo and Johnson & Wales University.

SPECIALIZATIONS

ADVISOR BIO

James Blakely is a financial advisor with over 20 years of experience. James is registered with Next Financial Group, Inc. and Blakely Walters Wealth Management. James provides financial planning and investment advice to individuals, businesses and retirement plans. James is also a licensed insurance agent and tax preparer. James is passionate about helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Gardner-hajek is a financial advisor with Osaic Wealth, Inc., based in Scottsdale, Arizona. James has over six years of experience in the financial services industry. James has a diverse background and has held prior roles with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., VOYA FINANCIAL ADVISORS, INC., and CHARLES SCHWAB & CO., INC. James holds the Series 7, Series 9, Series 24, and Series 63 licenses. James specializes in a variety of financial planning services, including retirement planning, college savings planning, and investment management. James is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Joseph Ranweiler is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. James has over 15 years of experience in the financial services industry. He holds Series 6, 7, 22 and 63 licenses. James specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

James Rettke is a financial advisor at Ameriprise Financial Services, LLC. James has been in the financial services industry since 2004 and has a broad range of experience. James is a Certified Financial Planner. James is licensed to provide financial advice in Arizona, California, Colorado, Florida, Hawaii, Kansas, Missouri, New Hampshire, Ohio, Oregon, Texas, Washington and West Virginia. James has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Seratt is a financial advisor with Vanguard Advisers, Inc., based in Scottsdale, Arizona. James Seratt is registered with the state of Arizona and Texas. James Seratt has been in the industry for 2 years and has extensive experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. James Seratt is also a licensed investment advisor representative and holds Series 63, Series 66 and Series 7TO licenses.

SPECIALIZATIONS