Craig Mohr is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Mohr is also the owner of Financial Architects of Virginia, Inc., where he engages in life, disability, and long-term care insurance sales. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports various managed-account solutions across discretionary and non-discretionary platforms.

Richard Malen is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining OSAIC in 2025, he spent 20 years at Lincoln Financial Advisors Corp. Outside of his advisory work, Malen serves as an elected officer of the Jones Beach Lifeguard Corp. and works as a lifeguard at Robert Moses State Park. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party managers, employing asset allocation tools and risk management techniques to construct diversified portfolios.

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.

Jeffrey Breeling is a financial advisor with Osaic Wealth Inc in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 35 years of industry experience and previously worked at LPL Financial, Cetera Advisor Networks LLC, and Summit Financial Group Inc. In addition to advising, he operates a fixed life insurance and long-term care sales business. Osaic Wealth Inc serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk questionnaires, and third-party solutions.

Steven Perry is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at LPL Financial and Mariner Independent Advisor Network. He is also a board member of the Vista Elks Lodge #1968 in Vista, California. Osaic Wealth, Inc. 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 investment advisory services and uses quantitative tools to construct diversified portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Jason Morrow is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at CUSO Financial Services, L.P. for ten years before joining Osaic in 2025. Morrow is also involved with Quantum Financial Management, where he serves as a wealth advisor and insurance agent focusing on fixed annuities and non-variable insurance products. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk management, and access to third-party money managers and wrap programs.

Charles Leapley is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 12 years. Outside of his advisory role, he operates as an independent licensed insurance agent and owns a commercial real estate investment in Washington, DC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a multi-platform approach that includes financial planning, managed portfolios, and access to third-party money managers.

Troy Rouleau is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include seven years at Lincoln Financial Advisors and twelve years at Scottrade, Inc. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Albert Guida Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and joined OSAIC in 2018 after two years at Signator Investors, Inc. Outside of his advisory work, he serves as treasurer for the Downtown Las Vegas Rotary Club. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brandon Do Mckenzie is a financial advisor at OSAIC with a Series 66 designation and has been in the industry since 2025. Prior to joining OSAIC, he worked at MacDonald & Owen Lumber Co. and Marine Credit Union. OSAIC Wealth, Inc. serves a broad 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 with access to third-party money managers and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Jonathan Kroening is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at Woodbury Financial Services and SII Investments. Kroening serves as a grants committee member for the Community Foundation of Dunn County. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with a focus on asset allocation and risk management supported by multiple advisory platforms.

Earle Pitt Jr. is a financial advisor at Osaic Wealth, Inc. with 48 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2018, he worked for over four decades at John Hancock Mutual Life Insurance Company and Signator Investors, Inc. He is also the managing director of Centinel Financial Group, LLC. Osaic Wealth, Inc. 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 investment advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and a range of investment options, including access to third-party money managers and wrap programs.

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Arcadia Financial Group and Arcadia Wealth Management. Outside of his advisor role, Rodgers has involvement with Boston Partners Wealth Management, providing sales and marketing support for securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using a range of investment vehicles and employs various third-party platforms to deliver managed account solutions.

Roxanne Waterman is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including Securities America Advisors, Inc. and Alliance One, Inc. She is also a charter member of Soroptimist International of the Americas, a humanitarian organization focused on helping women and girls. OSAIC serves a diverse client base including individuals, 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 with a range of investment options and uses proprietary tools and third-party platforms to construct and manage portfolios.

Howard Mattson is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. He serves as a board member of the South Harrison Board of Education, where he participates in discussions on elementary school policy and curriculum. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports various managed account solutions through a broad network of affiliated advisors.

Derek Binstock is a Series 66-licensed financial advisor with eight years of industry experience, currently with OSAIC since 2024. His prior experience includes roles at American Portfolios Advisors Inc., American Portfolios Financial Services, American Insurance, LPL Financial, Investment Centers of America, and Gilchrist & Fettig Financial. He also serves as an investment officer assistant for Bravera Planning and Investing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with an investment approach that incorporates asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

Dean Callison is a financial advisor with OSAIC, holding CFP® and Series 63 designations and bringing 38 years of industry experience. His prior roles include long-term tenures at First Heartland Capital, Inc. and Woodbury Financial Services. Outside of his advisory work, he provides philanthropic consulting, assisting nonprofits and donors with strategic giving. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolio construction using both proprietary tools and third-party platforms.

Kenneth Walz is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. Walz also owns Walz Financial Services, an insurance agency focused on life insurance sales. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits, offering integrated advisory and brokerage services with access to multiple platforms and third-party managers. The firm employs asset-allocation tools and risk assessment measures to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

Nicholas Hunzinger is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Osaic Wealth, Inc. based in Milwaukee, WI. His prior roles include positions at Sagepoint Financial Inc, Mutual Advisors, LLC, Wealth Partners Financial Services, BMO Harris Financial Advisors, and Morgan Stanley. In addition to his advisory work, he operates Athena Fiduciary Advising LLC, providing investment and financial planning services, and is involved with High Point Capital Group as a wealth advisor. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions. The firm is notable for its complex corporate structure, multiple platform integrations, and a variety of investment options including stocks, bonds, mutual funds, ETFs, and alternatives.