William Fauzio is a financial advisor with OSAIC and holds Series 65 and Series 63 licenses. He has 29 years of industry experience, with prior roles at Vanderbilt Securities, Vanderbilt Advisory Services, Union Capital Company, and Capital Financial Services. In addition to his advisory work, he is involved in life insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to various investment platforms and third-party managers. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

Tye Amendt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with OSAIC since 2024, following previous roles at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Additionally, Amendt serves as a volunteer board member for the Simla Volunteer Fire Department. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs various tools for portfolio construction and management, offering both discretionary and non-discretionary account options.

William Guise is a financial advisor with Osaic and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, with prior affiliations including Fortis Investors, Inc. and Woodmen Financial Resources Ltd. He is also the president and owner of Covenant Planning Group, a sole proprietorship focused on insurance sales and planning services. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Barry Michitsch is a financial advisor at OSAIC with 23 years of industry experience and a Series 66 designation. His prior experience includes roles at Securities America Advisors and IC Advisory Services. He is the owner of Brass City Financial LLC, a securities-related business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various portfolio management options that include both discretionary and non-discretionary accounts.

Ernest Williams is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Cambridge Investment Research Advisors, Inc. In addition to his advisory role, he is involved in retirement income and estate planning services and has engagements related to insurance and human resources through affiliated businesses. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Travis Bartsch is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Osaic in 2024. Outside of his advisory role, he operates a fixed insurance agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing tools like asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Joseph Book is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, LPL Financial, Itasca Bank, and Money Concepts Capital Corp. Outside of his advisory role, he owns a disc jockey and musical entertainment business. 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, employing asset-allocation tools and access to various investment platforms to manage portfolios on discretionary or non-discretionary bases.

Colette Bitzas is a CFP® professional with 26 years of experience in financial advisory services. She is currently with OSAIC and has previously worked at American Portfolios Financial Services, Inc. and Mas Planning Services, where she also serves as president. Bitzas holds roles in insurance sales and consulting, and she is vice president of the 3 Village Chamber of Commerce, promoting local business owners. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm uses advanced asset-allocation tools and supports diverse investment options across discretionary and non-discretionary accounts.

Garret Keegan Johns is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Johns is also involved in mortgage lending and insurance sales through his roles at Mason Mortgage Advisors and LuxPlan. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

Angela Abbott is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America, Inc. Abbott is also associated with Zimmer Financial Group LLC in a financial advisory capacity and utilizes Highland Capital for clients' term insurance needs. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Matthew Moceri is a Senior Financial Advisor at The Moceri Group of Merrill Lynch Wealth Management. He works with families, entrepreneurs, and business owners who seek personalized wealth management strategies that address the complexities of significant wealth. His approach combines disciplined investment management with detailed planning for preserving, growing, and transferring wealth. Matthew leverages the resources of Merrill and Bank of America to help clients navigate liquidity events and structure multigenerational wealth plans. His expertise encompasses a broad range of client focus areas, including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Tiffin University. Matthew is committed to working closely with clients to develop personalized financial strategies tailored to their long-term goals. He also participates in community service, dedicating time to volunteer with local organizations. Outside of his professional work, Matthew’s interests include cooking, fishing, golfing, hunting, pickleball, reading, soccer, and traveling.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. 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 various investment tools and third-party platforms to manage portfolios across multiple asset classes.

Hunter Bailey is a financial advisor with OSAIC, holding a Series 63 credential and bringing 45 years of industry experience. He previously worked at Securities America Advisors, Inc. for 24 years and has maintained his own advisory practice since 1986. Outside of advising, Bailey teaches a non-promotional investment class for retired adults and is an author of a retirement investing book titled *Wealth Strategies - investing for your retirement*. 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. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kerry Goodman is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include tenures at LPL Financial, Founders Financial Alliance, and Independent Advisor Alliance. She serves as a board member of the Abecedarian Education Foundation, a nonprofit focused on early childhood education. OSAIC Wealth, Inc. provides a wide range of brokerage and advisory services to retail and institutional clients through a large network of advisers. The firm utilizes integrated investment platforms, asset-allocation tools, and third-party solutions to manage diversified portfolios for individuals, corporations, and charitable organizations.

Michael Funk is a financial advisor with OSAIC in Fresno, CA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at OSAIC since 2018 and previously held roles at Sii and SagePoint Financial. Additionally, he serves as successor trustee of a family trust. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports legacy platform programs and various third-party model and managed-account solutions.

Terrence Porro is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Valic Financial Advisors, and Ameriprise. Outside of his advisory work, he has been involved in selling traditional life insurance products since 1985. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm employs a range of investment strategies supported by asset-allocation tools and third-party managers, offering both brokerage and advisory services.

Pranav Rao is a Series 66-licensed financial advisor with four years of industry experience. He has worked at OSAIC since 2022, following a tenure at Securities America Advisors. Rao has also been affiliated with Russell Sage College and Comfort Inn since 2021. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors and platforms. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary tools and third-party solutions to construct and manage portfolios across various asset classes.

Jeffrey Netolicky is a financial advisor at Osaic with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Parady Financial Group LLC and Global Atlantic Financial Group. Based in Cedar Rapids, IA, his career also includes roles at Brokers International and multiple distributor firms. Osaic Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, through a wide network of advisers and platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

David Kutschenreuter is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OSAIC since 2018, following four years at Signator Investors Inc. He is also president of Kutschenreuter Financial Services, a firm involved in the sale of securities, insurance, and property and casualty products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and portfolio management techniques across a variety of investment types.