Thomas Costantiello is a financial advisor with Osaic Wealth, Inc. in Columbus, OH, holding CFP® certification and over 32 years of industry experience. He previously worked for FSC Securities Corporation for 11 years before joining Osaic in 2023. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name for his securities and advisory business affiliated with Osaic, and also owns Consus Insurance Services, LLC, which provides insurance reviews and fixed life product sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that may include a wide range of investment products.

Stephen Mcdermott is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at M&T Securities where he worked for 15 years. Outside of his advisory role, he coaches defense for the Tatnall High School football team. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a variety of investment types on discretionary or non-discretionary bases.

Allison Smith is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Highland Capital Brokerage and Royal Alliance, among other firms. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Shaju Alexander is a financial advisor with OSAIC in San Antonio, TX, holding a Series 66 designation and 28 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 19 years before joining OSAIC. Outside of advisory services, he is engaged in the sales and service of fixed life, health, and disability insurance products. OSAIC serves a broad mix 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, employing asset-allocation tools and diversified portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

James Schaffer Jr. is a financial advisor with OSAIC in Orange Village, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with OSAIC since 1991 and has worked at Waypoint West, LLC since 2025. Schaffer also serves as an insurance agent offering fixed insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of 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 automated portfolio management.

Darrin Wall is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at UBS Financial Services and Edward Jones, each for three years, and spent five years with Acuity Merchant Services. Wall is involved with Scenic City Wealth, where he holds roles related to investment advisory and insurance sales. 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 a range of brokerage and advisory services supported by asset-allocation tools and access to third-party managers, operating a complex platform with multiple mergers and private equity ownership.

Nicholas Brown is a financial advisor with OSAIC in Fort Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Valic Financial Advisors, Agia, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory work, he is an insurance agent involved in recommending insurance products as part of the financial planning process. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with access to third-party money managers and various managed account solutions. The firm utilizes asset allocation tools and automated rebalancing to construct portfolios that may include a broad mix of investment vehicles.

Ronnie Franks is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at Bailey Wealth Advisors and UpSlope Advisors, Inc. He serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County. OSAIC serves a wide range of clients, 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 and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Kapil Jain is a financial advisor at OSAIC in New York, NY, holding the CFA® designation and Series 63 license, with one year of industry experience. His prior experience includes roles at Wall Street Alliance Group, HSBC Securities (USA) Inc, Prudential Financial Inc., Goldman Sachs, and the Federal Reserve Bank of New York. 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 with a focus on diversified portfolio construction using firm-provided asset-allocation tools and third-party managed-account solutions.

Kimberly Korf is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and 28 years of industry experience. She has worked with Osaic Wealth since 2018 and previously was affiliated with Signator Investors, Inc. and Mitchell and Associates. Outside of advising, she is an artist who creates and sells printed artwork and greeting cards, and she provides business management support for her daughter's skincare startup. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated advisory and brokerage services with access to multiple investment platforms, employing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset types.

Louis Panigrosso is a financial advisor at Osaic with 19 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios for 17 years. Outside of advising, Panigrosso serves on the board of a charitable advocacy group for Lyme disease and is a part-time musician playing drums. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk tolerance assessments, and access to multiple third-party money managers.

Nicholas Unis is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Forvis Mazars LLP, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he has been involved in entrepreneurial ventures including ownership of Unis Footwear and UnisBrands LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across various investment types on discretionary or non-discretionary bases.

Shawn Ehrhardt is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Woodbury Financial Services, Lincoln Financial Advisors, and Investment Centers of America. Outside of financial services, he has been a partner in a cattle farm for over three decades and serves as the head archery coach for a local school district. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management, integrating third-party solutions and maintaining a complex corporate structure.

Jackson Clements is a financial advisor at OSAIC with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Commonwealth Financial Network and Midwest Financial Group. His background also includes positions outside of finance, such as at Ace Hardware and local recreational services in Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools, supporting both discretionary and non-discretionary account management.

Jay Kim is a financial advisor at Osaic Wealth Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cambridge Investment Research Advisors, LPL Financial, and Charles Schwab. Outside of his advisory work, he owns and operates multiple businesses including Gateway Financial Advisors and Gateway Insurance Group. Osaic Wealth Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple platforms, including third-party managed account solutions.

Jimmy Bailey is a CFP® with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities Corporation for 14 years. In addition to his advisory role, he is president of Complete Financial Services, Inc., an insurance sales and service company. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments, managing accounts on both discretionary and non-discretionary bases.

David Russo is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services and Questar Capital Corporation. Russo is also involved in life insurance and fixed annuities through Royal Palm Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Robert Miloszewski is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. Outside of his advisory role, he is a co-owner and partner of Patten Financial LLC, a business entity used for managing expenses. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of tools and third-party services to construct diversified portfolios that include traditional and alternative investments, supporting both discretionary and non-discretionary management.

Alan Nishimoto is a financial advisor at OSAIC with over 41 years of industry experience. He holds the CFP® and Series 63 designations and has previously worked at Securities America Advisors, Inc. for 17 years. Nishimoto is also president of Capital Accumulation Group, Inc., a company involved in hiring life insurance agents. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation and risk-assessment tools to construct portfolios across multiple asset classes, managed on both discretionary and non-discretionary bases.