ADVISOR BIO

Jill Rolfe is a financial advisor with over 18 years of experience in the industry. Jill is registered as a Registered Representative and Investment Advisor Representative. Jill is currently employed by Osaic Wealth, Inc. and has been registered with Osaic Wealth, Inc. since 2024. Jill has previously worked at several other firms including Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., TD Ameritrade, Inc., and Ameritrade, Inc. Jill specializes in a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.

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ADVISOR BIO

Jill Watson is a registered investment advisor representative (IAR) with Vanguard Advisers, Inc. Jill is registered with the state of Arizona and Texas. Jill has been in the industry for over a year and has earned the Series 66, Series 7TO, and SIE licenses. Jill is a specialist in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Jill Sadler is a financial advisor with Osaic Wealth, Inc. Jill has been in the financial industry since 2000 and has held a variety of positions at several firms. Jill currently holds securities licenses Series 7, Series 6, Series 63, Series 65, Series 66 and Series 24. Jill has a strong track record of providing financial advice to individual and institutional clients. Jill is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Jillian McGann is a financial advisor with Robert W. Baird & Co. Inc. based in Scottsdale, Arizona. Jillian has been in the industry since July 2019. Jillian specializes in helping individuals, high-net-worth individuals, corporations, and other businesses with their financial planning and portfolio management needs. Jillian is registered to provide investment advisory services in Arizona, Florida, and Texas.

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ADVISOR BIO

Jo Ann Martin barry is an Investment Advisor Representative registered with Wells Fargo Clearing Services, LLC in Scottsdale, Arizona. Jo Ann Martin barry has been in the financial services industry since 2007. Jo Ann Martin barry holds Series 66, SIE and Series 7 licenses. Jo Ann Martin barry has also been registered with Wells Fargo Investments, LLC.

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ADVISOR BIO

Joan L Knight is a financial advisor with over 20 years of experience in the industry. Joan is currently registered with Osaic Wealth, Inc. based in Scottsdale, Arizona. Joan has held previous positions with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., LINCOLN FINANCIAL SECURITIES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, OBERLIN FINANCIAL CORP. and others. Joan holds the Series 63, Series 65, and Series 7 licenses as well as the SIE and Series 24. Joan specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.

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ADVISOR BIO

Jodie Shtabsky is a financial advisor with Osaic Wealth, Inc., and has been in the industry since 2006. Jodie is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 66 licenses. Jodie has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jodie also provides educational seminars. Jodie is licensed to provide investment advisory services in Arizona and California.

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ADVISOR BIO

Jody Ann Bidlack is a financial advisor with over 36 years of experience in the industry. Jody is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Jody has previously worked with Securities America, Inc., Stockcross Financial Services, Inc., Perelman-Carley & Associates Inc., Ameritrade, Inc. and First National Brokerage Services, Inc. Jody holds multiple licenses including Series 4, Series 7, Series 24, Series 52, Series 53, Series 55, Series 57, Series 63 and Series 66. Jody specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jody is dedicated to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Joel Gregory Mischley is a financial advisor at Osaic Wealth, Inc. Joel is based out of Scottsdale, AZ and has been in the industry since 2020. He has passed the Series 7TO, Series 63, and SIE exams and is currently registered in Michigan. Joel's previous experience includes working at Securities America, Inc. and LPL Financial LLC. His focus includes individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and banking or thrift institutions.

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ADVISOR BIO

Joel Karpinski is a financial advisor with over 20 years of experience in the industry. He is currently registered with the state of Arizona as a registered investment advisor representative. Joel is also registered in Texas and Wisconsin. Joel has worked in the financial services industry since 2001 and has experience with investment companies, insurance companies, charitable organizations, high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses. Joel is registered with Karpinski Financial, LLC which is a firm based in Scottsdale, Arizona. Joel offers financial planning, portfolio management for individuals, and other investment related services.

SPECIALIZATIONS