James Fish is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Roussel and Associates, Woodbury Financial Services, and Shoemaker Financial. Fish serves on the boards of two non-profits, Tenngreen and Saddle Up!, which provides equine therapy to children and young adults with developmental issues. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Kevin Swan is a financial advisor with Osaic Wealth, Inc. based in Cary, NC. He holds the ChFC® designation and Series 63 and 65 licenses, bringing 30 years of industry experience. His prior roles include long tenures at Mutual of Omaha Investor Services and Securities America Advisors. He also serves as an Investment Adviser Representative and insurance agent with ECN Legacy Advisors. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs various investment tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and preferences.

Gerald Guintu is a financial advisor at OSAIC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. Outside of his primary advisory role, he owns DR Yachts LLC, which involves marketing charter services and vessel maintenance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment tools and platforms to construct diversified portfolios tailored to client preferences.

Karl Locke is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and JBA Financial Services. Locke also works as a licensed life and health insurance agent through JBA Financial Services. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms.

Brian Sensibaugh is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services, Questar Asset Management, and Allianz Life. Sensibaugh is also involved in insurance sales, offering life insurance and related products to clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms to manage portfolios across various asset classes.

Michael Camferdam is a CFP® with 40 years of industry experience, currently serving at Osaic Wealth, Inc. since 2023. He previously worked at Royal Alliance for 10 years. Outside of his advisory role, he owns a sole proprietorship involved in crop planting and harvesting. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, utilizing various portfolio construction tools and offering access to multiple third-party managed account solutions.

Daniel Mazzola is a financial advisor at OSAIC with 58 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 21 years and has been affiliated with Guardian Life Insurance Company since 1957. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Rose Swanger is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with OSAIC since 2013. She also has ongoing roles with Advise Finance LLC and Emk Investment. Outside of her advisory work, she volunteers with programs focused on financial literacy for students and assists low-income individuals with tax preparation through the IRS Volunteer Program. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, using sophisticated portfolio construction tools and offering both discretionary and non-discretionary account management.

Jeffrey Ritter is a financial advisor at OSAIC based in Indianapolis, IN, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter operates Foresight Financial Management, LLC, where he conducts investment and insurance business. OSAIC serves a broad range 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 utilizes asset-allocation tools and multiple advisory platforms to construct customized portfolios for clients.

Christopher Mitchell is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to that, he worked at Sii from 2016 to 2018. Outside of his advisory role, Mitchell is actively involved in baseball as an independent consultant and a certified MLBPA agent, and he serves as president of the Philadelphia chapter of the Association of Professional Ball Players of America. 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, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment methodologies to construct diversified portfolios across multiple asset classes.

Andrea Trudeau is a ChFC® and financial advisor with 37 years of industry experience. She has worked with firms including OSAIC since 2024, ABD Insurance & Financial Services (now Newfront) since 2012, and Foothill Securities from 1999 to 2016. In addition to advisory roles, she serves as an executive vice president at Newfront, a benefits consulting firm, where she assists employers in designing employee benefits programs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios constructed using advanced asset-allocation tools and risk assessments.

John Kraniou is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Waddell & Reed, and Ryan Bell among other firms. He is also a Relationship Manager involved in marketing and branding for Foresight Wealth Solutions, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing for portfolio construction across various investment types, managing accounts on both discretionary and non-discretionary bases.

Bradley Novak is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at OSAIC and previously spent nine years at Securities America Advisors. Novak serves as a finance council member for Blessed Sacrament Church, advising on budgetary matters. 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 investment advisory services through multiple platforms, utilizing asset-allocation tools and a broad range of investment options.

Reed Matsko is a financial advisor with OSAIC based in Sacramento, CA, holding a Series 66 license and with one year of industry experience. His prior roles include working as a financial paraplanner at Retirement Security Centers and various positions outside the investment field. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers a broad range of services including brokerage, investment advisory, financial planning, and access to multiple advisory platforms and third-party money managers.

Scott Gilbert is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Woodbury Financial Services Inc. for nine years. Gilbert is also president of Scott Gilbert Productions Inc., a photo and film production company. 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 with a range of investment platforms and tools, supporting both discretionary and non-discretionary portfolio management.

Ryan Cox is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Ameriprise Financial Services. Outside of his advisory work, he coaches a youth ski racing team for a 501(c) organization that teaches skiing and snowboarding. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes a range of tools and platforms to construct portfolios with various asset classes, managed on discretionary or non-discretionary bases.

James Easton is a CFP® certificant with 40 years of experience in financial advisory. He has worked at Osaic since 2023 and has been with SagePoint Financial since 2014. Easton also operates a sole proprietorship advising and selling fixed life and annuity products. Osaic Wealth, Inc. 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 through multiple platforms and uses a range of portfolio construction tools including asset-allocation models and automated rebalancing.

David Deuel is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent 12 years at Woodbury Financial Services, Inc. He also operates Deuel Financial Group, a sole proprietorship offering sales and service of life, health, and disability insurance as well as securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and multiple platforms. The firm combines brokerage and advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Paul Zalduendo is a financial advisor with OSAIC who holds the CFP® designation and Series 66 license, bringing 20 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial for 18 years. He also operates Z Group Financial, a sole proprietorship focused on fixed life and annuity sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Cameron Eisenhauer is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones Investments and Insight Financial Planning. Outside of his advisory role, he serves as a football referee for high school and junior high games. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.