Shawn Johnson is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he owns and manages a sole proprietorship involved in insurance sales and service. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms that utilize firm-provided tools and third-party managers.

Daniel Nagy is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has held positions at Securities America Advisors and Foresight Financial Planners, Inc., where he is also a principal. Outside of his advisory work, he serves as president of the VFW Auxiliary Post 1046, a nonprofit organization supporting veterans and their families. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Robert Jones is a CFP® professional with 44 years of experience in the financial industry. He has worked at OSAIC since 2023, following 30 years at FSC Securities Corporation and over four decades with Lincoln National Life. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning and managed account solutions, utilizing advanced asset-allocation tools and access to third-party investment managers.

Robert Deters is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc for 11 years. Outside of his advisory role, Deters is active in insurance sales, including life, health, and Medicare-related insurance products. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors by offering integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes for both discretionary and non-discretionary accounts.

Leslie Ranger is a financial advisor at OSAIC with nine years of industry experience. Previously, Leslie worked at Edward Jones for eight years before joining Securities America and then OSAIC. Leslie is a member of the Clinton County Enhanced-Multidisciplinary Team, which addresses financial exploitation cases involving individuals over 60. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Nagendra Singh is a CFP® with 20 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 15 years with American Portfolios Financial Services. In addition to his advisory work, he is an adjunct professor at NYU teaching graduate students and is involved in tax preparation through his ownership and management of tax-related businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with a range of managed account solutions and third-party money manager access.

Gary Kindler is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Triad Advisors, Inc. for 24 years and has been affiliated with Coordinated Financial Planning and Capital Asset Management for over two decades. He is also involved in insurance sales, including life insurance and long-term care. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment products and portfolio management options. The firm utilizes various asset-allocation tools and supports transitions and third-party money management solutions.

Luz De Sol Olmeda Morgan is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2021 and Liberty Capital Management since 2017. Outside of her advisory role, she owns Alant Consulting, providing clerical services including research, filing, event planning, and scheduling. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct tailored portfolios.

John White Jr. is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years and has been affiliated with Guardian Life Insurance Company for over three decades. In addition to his advisory role, he offers fixed annuities and individual health insurance policies. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Conner Mccubbin is a financial advisor with OSAIC in Henderson, NV, holding a Series 66 designation and nine years of industry experience. He previously worked at SII before joining OSAIC in 2018. Mccubbin is involved in insurance as an agent and operates under the DBA Guida & Mccubbin Financial Consultants. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Richard Pinola Jr. is a financial advisor with OSAIC in Malvern, PA, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has previously worked with Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, LLC. Outside of advisory services, he operates Hendrixson Pinola Financial Services, providing insurance products including disability insurance and fixed annuities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services as well as access to multiple managed account platforms. The firm employs various portfolio construction tools and third-party services to support both discretionary and non-discretionary account management.

Adam Steenblock is a CFP® professional with 19 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years at Woodbury Financial Services, along with roles at MONAT Financial Services and SII Investments. He is also president of Milestones Planning, an S-Corporation that manages his firm’s fixed insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and investment platforms to construct diversified portfolios tailored to client risk profiles.

Steven Barrus is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked with FSC Securities Corporation and Fidelity Investments. Barrus serves as a board member of the Young Investors Society, an organization focused on financial literacy for high school students, and coaches boys volleyball in the Conejo Valley Unified School District. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a range of investment products managed on discretionary or non-discretionary bases.

Rabindra Mahabir is a financial advisor with OSAIC based in Toledo, OH, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Royal Alliance since 2012 and is also a notary public. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Steven Bates is a financial advisor with Osaic Wealth, Inc., holding the PFS™ designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he is involved in managing a beef cattle ranch and serves on the board of a local soil and water conservation district. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party solutions to manage a variety of investment products under discretionary and non-discretionary arrangements.

Joseph Reeder Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at Orion Financial Services, Inc. for over 20 years. Beyond advising, he is involved in insurance sales, focusing on fixed and indexed annuities, life insurance, and long-term care. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and managed account solutions utilizing asset-allocation tools and third-party money managers.

Eduardo Deguzman Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Additionally, he holds an insurance agent role offering fixed and disability insurance. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services supported by a variety of investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct personalized portfolios across multiple asset classes.

Aaron Oudbier is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Royal Securities Co for 16 years and Signator Investors Inc for one year before joining OSAIC in 2018. Oudbier serves as a school board member and treasurer of the finance committee for Tri-Unity Christian School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, automated rebalancing, and access to third-party money managers to construct diversified portfolios.

James Gasparotto is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is active as a teacher and speaker on financial services topics, particularly in the insurance industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisors and employs various investment tools and third-party programs to manage portfolios across multiple asset classes.

Stephanie Goodrich is a CFP® professional with 23 years of experience in the financial industry. She is currently with OSAIC and previously worked at Lincoln Financial Advisors and Navy Federal Financial Group. Outside of her advisory role, she is an author of a book on treasury management for Greek organizations and an instructor at the College of William & Mary Osher Institute. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated financial services utilizing firm-provided asset-allocation tools, third-party money managers, and both discretionary and non-discretionary portfolio management.