Andrew King is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Metlife Securities and Mass Mutual. Outside of his advisory role, he serves as vice president of the Gary Hammond Scholarship Foundation, assisting with event coordination. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering a range of advisory services from financial planning to managed portfolios. The firm employs advanced asset-allocation tools and supports multiple investment platforms and third-party solutions.

Alfonso Cumplido is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Jhfn Sii for eight years. Cumplido serves as an incoming vice president and board member of the CFA Society Providence, where he leads financial literacy efforts, and he is also a board member of Millennial Rhode Island, a local networking group for young professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services through a large network of advisers and employs various asset-allocation tools and third-party platforms to customize portfolio management.

Matthew Spedden is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors Corporation, Prudential Insurance Company of America, and New York Life. In addition to advisory services, he is an agent offering various insurance products through Heritage Financial Consultants LLC. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party platforms to construct and manage portfolios that include a broad range of investment products.

Shawn Wooden is a financial advisor with OSAIC in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, Principal Securities, and running his own firm, Wooden Wealth Strategies. Outside of finance, he serves on the boards of the Maxwell Football Club, Miami Dolphins Alumni Advisory Board, and Holtz's Heroes Foundation, and participates in autograph signings and football-related appearances. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Robin Carmichael is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Signator Investors Inc and Cambridge Investment Research Advisors, Inc. Carmichael is also co-owner of a custom engraving and gift business. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a combination of brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Melissa Blaszczyk is a financial advisor with Osaic Wealth Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Edward Jones. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a broad range of asset classes.

Mark Weber is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Woodbury Financial Services, Inc. for 15 years. Weber is the owner of Weber Wealth Advisors, a sole proprietorship providing investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across multiple investment vehicles.

Daniel Guck is a financial advisor with Osaic Wealth, Inc. based in Wisconsin Rapids, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Osaic in 2024, he spent 18 years at Woodbury Financial Services. He owns and manages a financial planning firm and is also part owner of a tax practice. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Christopher Heus is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2018 and previously worked for Signator Investors Inc / John Hancock from 2004 to 2018. He serves as a member of the St. Boniface Church Finance Board and coaches youth basketball in his community. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Roger Werner is a financial advisor at OSAIC with 55 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes 25 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, followed by eight years at Royal Alliance Associates, Inc. Werner volunteers on the University of North Carolina Board of Visitors, where he communicates with prospective honors students. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of investment options and utilizes advanced portfolio management tools and third-party solutions.

Brian Young is a financial advisor with Osaic Wealth, Inc. in Venice, Florida. He holds the CFP® designation and has 29 years of industry experience, including prior roles at Woodbury Financial Services and Questar Asset Management. Additionally, he is involved with Comprehensive Financial Planning Group, LLC, where he provides financial planning and insurance services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party managed solutions to construct portfolios across a broad range of asset classes.

Robert Beatty is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Osaic since 2018 and has prior experience with Vantage Financial Services, Signator Investors, Inc., and MH Financial LLC. In addition to his advisory role, he is the owner and CEO of C.O.R.E. Marketing, a firm specializing in marketing insurance products to financial professionals. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering a range of brokerage and advisory services. The firm employs advanced portfolio construction tools and supports various investment platforms and third-party money managers, operating through a complex corporate structure with multiple mergers and private-equity ownership.

Jenna Breslin is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and worked previously at FSC Securities Corporation for 15 years before joining OSAIC in 2023. She is also involved in selling variable annuities, fixed life, and health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Douglas Emery is a financial advisor with OSAIC in Vienna, Ohio, holding Series 63 and Series 65 licenses. He has 30 years of industry experience, including 15 years with Woodbury Financial Services Inc. Emery is involved in multiple outside activities, including serving as a firearms instructor and range safety officer, operating a firearms supply business, leading a nonprofit that supports law enforcement firearms training, and writing an action adventure book related to investing and personal security. OSAIC serves a diverse client base spanning retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated portfolio rebalancing, managing accounts on discretionary or non-discretionary bases, and supports multiple advisory platforms with a network of affiliated financial advisers.

William Collins is a Certified Financial Planner (CFP®) with over 42 years of industry experience. He is affiliated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation for several decades. Collins also works as an insurance agent, assisting clients with life insurance and long-term care insurance needs. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage, investment advisory services, financial planning, and access to multiple portfolio management platforms through a large network of affiliated advisers.

Ashtyn Wright is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities and held various roles at The University of Tennessee. Outside of her advisory work, she tutors math at the Christian Academy of Knoxville. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering a range of integrated brokerage and advisory services supported by multiple platforms and third-party money managers.

Davis Suckow is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Northwestern Mutual, Suckow Financial Partners, and Road America. He has also worked in education and retail sectors. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

James Mcknight is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 12 years. Outside of advisory roles, he has been involved in insurance sales, focusing on life and annuity products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses various tools and third-party platforms to manage and construct diversified portfolios.

Rena Li is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 14 years. In addition to her advisory role, she operates a sole proprietorship introducing traditional life and health insurance and non-variable annuities tailored to clients’ needs. 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 investment advisory services, utilizing various tools and platforms to construct portfolios across multiple asset classes.

Bradley Rothhammer is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Outside of advising, Rothhammer serves as president of a company involved in the sales and service of insurance products and holds leadership roles in nonprofit organizations focused on fundraising for hospice care, cancer research, and programs supporting inner-city youth in the construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs firm-provided asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad range of investment products, supporting both discretionary and non-discretionary account management.