Cyrus Kiani is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has longstanding experience with Lincoln Financial Management LLC and Securities America Advisors, Inc. Outside of advisory work, he volunteers with the J.W. Patterson Foundation to support nonprofit fundraising and holds a minority interest in a horse ownership LLC. 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, utilizing a variety of investment tools and third-party solutions to manage portfolios across multiple asset classes.

Stephen Donnelly is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is a member of the Stafford Township Planning Board and serves as a consultant for a nonprofit organization that helps local students access endowment scholarships. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services with portfolios constructed using firm-provided tools and third-party solutions.

Alisa Zelaya Perez is a financial advisor with Osaic Wealth Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Her prior roles include positions at Cetera, Foresters Advisory Services LLC, and Foresters Financial. Outside of advisory work, she is also a sole proprietor insurance agent selling and servicing fixed insurance products. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers across multiple advisory platforms.

Greg Blunk is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Royal Alliance Associates since 2018 and Signator Investors from 2016 to 2018. Blunk is also a founding partner of Blunk Financial Group, which conducts registered securities business and fixed life insurance sales. OSAIC 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 investment advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Albert Cornel is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as a paralegal collecting trust-related documentation and teaches kickboxing and hot yoga classes. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Mark Morash is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 and has been with OSAIC since 2018. Outside of his advisory role, he is involved as an agent selling fixed insurance through a separate licensed business. OSAIC serves a diverse client base including retail, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of asset types.

Donald Williams Jr. is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at OSAIC since 2004 and previously spent over 15 years with JSL Securities and J. Smith Lanier & Co. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes advanced asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Jason Blomgren is a CFP® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Lincoln Financial Securities Corp since 2010 and joined Osaic in 2025. Blomgren is also CEO and President of Heartland Wealth Group, formerly known as First Heartland Financial Group, where he oversees operations and vendor relations. Osaic Wealth, Inc. 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, using asset-allocation tools and third-party platforms to support a wide range of investment strategies.

Thomas Raguse is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with both OSAIC and Liberty Capital Management since the mid-1990s. Outside of his advisory work, he is involved in business consulting related to insurance policy reviews and managing technology infrastructure for Liberty Capital Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management alongside multiple advisory platforms.

Sean Johnston is a financial advisor at Osaic Wealth, Inc. based in Nashville, TN, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Bank of America. Outside of advising, he owns a sole proprietorship rental property business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.

Kimberly Wahl Taylor is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with Securities America and Securities America Advisors for over a decade. Kimberly is also a partner in a family farm partnership, which she inherited, although she does not take an active role in its management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm utilizes proprietary asset-allocation tools and supports both discretionary and non-discretionary portfolio management options.

Maxwell Huseboe is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience with Pericles Financial. Outside of advising, he works part time at his father's plumbing business and is a full-time student at the University of Wisconsin-Whitewater. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services along with access to multiple third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Adam Powell is a financial advisor with OSAIC in Weyers Cave, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. for eight years. Outside of his advisory role, he serves as Treasurer and a Finance Committee member for Staunton Alliance Church. 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, utilizing firm-provided asset allocation tools and third-party platforms to manage a range of investment vehicles on both discretionary and non-discretionary bases.

Gary Dissette is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SagePoint Financial, Inc. since 2009 before joining OSAIC in 2023. Outside of his advisory role, he serves on the Investment Advisory Committee of the Oregon California Trails Association, a nonprofit focused on preserving historic trails. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party partnerships to manage portfolios across a range of investment types.

Gary Stirk is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Osaic since 2024, previously serving seven years at Securities America, Inc. and Securities America Advisors, as well as six years at Invest Financial Corp. He is president of GES Wealth Management Inc., a personal S corporation he uses for managing business expenses. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, offering integrated brokerage, advisory services, and access to third-party money managers.

Whitney Figueroa is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has prior experience at Woodbury Financial Services. Whitney’s background also includes roles outside financial services, including work in healthcare at CareOne at Teaneck and Genesis Healthcare. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

G Diddel is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. Their career includes roles at Questar Asset Management and Questar Capital Corporation from 2015 to 2019, alongside operating Diddel & Diddel since 1986. Outside of advisory work, Diddel is involved in holistic personal and life coaching through their own business. OSAIC serves a broad client base, including individual, high-net-worth, institutional, and charitable clients, providing integrated brokerage and advisory services. The firm uses advanced portfolio construction tools and offers access to multiple investment platforms and third-party money managers.

Emily Stover is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments. Outside of advising, she has experience working in the hospitality industry as a bartender and is associated with a financial advisory S-Corp, Tim Allen Financial Associates, where she engages in client meetings and account management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management across a broad range of investment products.

Shawn Houk is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and H.D. Vest. Outside of his advisory role, he serves as president of the OKC Metro Officials Association and volunteers with Rotary International and the FBI Oklahoma City Citizens Academy Alumni Association. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and third-party platforms to construct diversified portfolios tailored to clients’ needs.

Les Dyer is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Triad Advisors, Inc. for 25 years. Outside of his advisory role, he co-owns a small farm where cattle are raised and hay is grown, and he serves as a board member for the Wilkes Heritage Museum. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated 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.