Kevin Dunford is a financial advisor with OSAIC in Buffalo, NY, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Equitable and Foresters Financial Services. Outside of advisory work, he owns a sole proprietorship focused on the sales and service of fixed insurance and annuities and serves as a registered principal providing compliance and supervisory support for Atlas Wealth Advisors LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, supporting a range of investment products and third-party managed account solutions.

Donald Hannigan Jr. is a financial advisor at OSAIC with over 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at Questar Asset Management and Questar Capital Corporation since 2008, and he has owned Hannigan Brokerage Services since 1997, which sells various insurance products. 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 integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios with a wide range of investment options.

Michael Palazzolo is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and having 31 years of industry experience. His prior positions include roles at American Portfolios Financial Services, Inc. and Guardian Life Insurance Company of America. Outside of advisory work, he is a co-partner at Fortress Financial Services, Inc. and the author of a fiction book titled Route 80. Osaic Wealth serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and investment platforms to construct portfolios tailored to client goals.

Scott Miller is a financial advisor at OSAIC with over 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securities America Advisors, Inc., Securities America, Inc., and SSN Advisory Inc. In addition to his advisory role, he is involved in insurance sales, providing life, disability, long-term care, and Medicare supplement products to clients. OSAIC serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and third-party money managers to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Judy Wong is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 11 years. Wong is also licensed as an insurance agent. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes.

Nicholas Pino is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for John Hancock Financial Services for 13 years before joining OSAIC in 2018. Pino also operates a financial planning LLC and is involved in insurance brokerage through a sole proprietorship. OSAIC serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios across multiple investment types.

Brian Mccabe is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2020. Prior to his current role, he spent 21 years at Worthington Industries. Outside of his advisory work, he is co-owner of an outdoor power equipment business and serves as a pack auditor for Cub Scout Pack Number 325, reviewing their financial statements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a vast network of advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Calvin Robinson is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Triad Advisors LLC, Securities America, Woodbury Financial Services, FSC Securities Corp, Sagepoint Financial, KMS Financial Services, and Goldbloom Wealth Management. Robinson serves as a successor trustee for family living trusts but has no active duties in that role. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk assessments to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

Jess Carkner is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, Jess worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is also a volunteer firefighter with the Ben Lomond Fire District. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of advisers, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Adam Sloan is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked with Securities America Advisors for six years. Outside of financial services, he has experience in construction and road maintenance, operating heavy equipment part-time. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and uses a range of analytical tools and third-party platforms to construct and manage portfolios across various asset classes.

Nancy Anderson is a financial advisor at OSAIC with 37 years of industry experience. She has held positions at Sagepoint Financial, Inc. for 14 years prior to joining OSAIC. Anderson also serves as president of Financial Change Management Inc. and is involved in insurance sales. 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. The firm offers integrated advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Carla Patey is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, CETERA Advisor Networks LLC, Browning Graves, and Voya Financial Advisors. In addition to her advisory role, she is involved in sales and review of insurance products through Foundation Financial Solutions and provides investment advising and portfolio management at Foundation Bank. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage a wide range of investment options on both discretionary and non-discretionary bases.

Michael Edens is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities, Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance Co. He is also a partner in Scenic City Wealth, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment vehicles, with discretionary and non-discretionary management options.

Darren Monroe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors and MidFirst Bank. He is also involved in life insurance sales as a business activity. OSAIC serves a diverse clientele, including retail, high-net-worth, institutional, and charitable investors, through a large network of affiliated advisers. The firm uses a variety of asset-allocation tools and offers integrated brokerage and advisory services across multiple platforms.

Forrest Bouyer is a financial advisor with OSAIC who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Royal Alliance and Securian Financial Advisors of the Great Lakes. Outside of his advisory work, he serves as a board member for Petals & Pinecones, a nonprofit organization, and Elite Nation Basketball, a volunteer group, and he is a lead deacon at Kingdom Life Church. 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 variety of investment platforms and tools designed to tailor portfolios to client needs.

Heather Crow is a financial advisor at Osaic with 20 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Financial Advocates Investment Management. Crow also serves as Associate Vice President of Compliance and Supervision for Pacific Capital Resource Group Inc., overseeing delegated supervisory responsibilities. 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 advisory services, using asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Wesley Crosby is a financial advisor with OSAIC in Williston, ND, holding a Series 66 designation and 10 years of industry experience. Prior to joining OSAIC in 2023, he worked at Douglas W Crosby from 2015 to 2023. Outside of his advisory role, he is involved in the sale of insurance products and prepares financial plans through affiliated firms. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and offering portfolios that include various securities and alternative investments, managed on discretionary or non-discretionary bases.

Mitchael Oslund is a financial advisor at OSAIC with 36 years of industry experience. He previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and maintains a state insurance license for accident, health, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a variety of asset-allocation tools and third-party solutions to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Cody McBride is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has worked at Osaic since 2025. Prior to this, he was associated with Strategic Financial and has experience assisting with client meetings, client service, and research. He also sells fixed annuities and life insurance products. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools and multiple advisory platforms.

Bridget Baughman is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. In addition to her advisory role, she owns and operates a tax preparation and planning business. OSAIC serves a diverse set of clients ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports multiple investment platforms and third-party solutions.