Brandon Warman is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously with Securities America Advisors, Inc., Securities America, Inc., and NEXT Financial Group. He is also involved with Highland Capital as an insurance agent, primarily providing term life insurance to clients. OSAIC serves a broad range of clients, 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 advisory services and uses various tools and third-party arrangements to construct and manage portfolios tailored to client needs.

Karen Beal is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. for a combined 13 years. Outside of her advisory role, she is involved in farming activities at Beal Farms. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a diverse network of financial advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers across various investment vehicles.

John Kendall Jr. is a financial advisor at OSAIC with 29 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 19 years. He also operates Emerald Financial Services, providing financial planning services to clients. 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 firm-provided tools and third-party platforms to construct diversified portfolios on discretionary or non-discretionary bases.

Robert Hurd is a financial advisor with Osaic, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including roles at Royal Alliance Associates, Signator Investors, and John Hancock. Hurd serves on the board of the Christian Business Roundtable and the Calhoun County Estate Planners Council, and he is a member of the Exchange Club of Marshall. 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 advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios across various asset classes.

Jane Lichtsinn is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, LPL Financial, CX Institutional, and Lincoln Financial Advisors. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Lindsay Smith is a CFP® with eight years of industry experience. She is currently with Osaic and previously worked at Jackson National Life Distributors LLC for eight years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party managers, utilizing various portfolio construction tools and strategies.

Peter Hatzakos is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including four years at HSBC Bank USA, N.A. Prior to joining Osaic in 2020, he worked in various financial advisory roles. Outside of his advisory duties, he is involved in managing rental properties jointly owned with his spouse. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and corporations. The firm offers brokerage and investment advisory services through a large network of advisors, employing asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment products.

Tyler Brashears is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Independent Advisor Network, Providence Wealth Planning, LPL Financial, Comerica Bank, and Wells Fargo. Brashears also provides investment advisory services through Mariner Independent Advisor Network, LLC. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to create client portfolios.

Brennan Baize is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 credential and four years of industry experience. He has held positions at OSAIC Wealth, Baize Financial Concepts, and Royal Alliance Associates, among others. Baize Financial Concepts, an investment advisory firm and insurance agency, is one of his business activities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a range of investment options including stocks, bonds, mutual funds, ETFs, and alternative investments.

Joshua Vilardi is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He previously worked at Raymond James and Associates for nine years before joining OSAIC in 2023. Vilardi is president and owner of Vilardi Wealth Management and Vilardi Wealth Management-Insurance, and he serves as a board member of Tampa Bay Titan 100, a regional organization recognizing top CEOs and executives. OSAIC serves a diverse client base including individual, institutional, and high-net-worth investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and provides access to multiple investment platforms and third-party managers.

Gwen Garrison is a financial advisor at OSAIC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, she serves as President of LifePlan Financial Advisors, Inc., where she is involved in fixed insurance and annuity sales as well as financial planning. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct diversified portfolios tailored to client risk tolerances.

Parker Wynot is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Osaic FA, INC. Prior to entering the financial industry, he was employed at Bay Hills Golf Course and was a student for several years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services through a large network of affiliated advisers and utilizes various asset-allocation tools and third-party platforms to manage portfolios.

Ethan Blanchard is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Fisher Investments from 2023 to 2025 and has experience outside the financial sector, including roles at Golf Galaxy and Mountain View High School. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes and offers both discretionary and non-discretionary account management.

Susan Light is a financial advisor with OSAIC based in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at SagePoint Financial, Stratos Wealth Partners, LPL Financial, The Patriot Financial Group, and MetLife Securities. Outside of her advisory work, she is a certified travel specialist planning to operate a travel service on a limited basis during her personal time. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to build diversified portfolios across multiple asset classes, and supports both discretionary and non-discretionary account management.

William Smith is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 credentials and having 22 years of industry experience. Prior to joining OSAIC in 2018, he worked for SII/John Hancock Financial Services from 2002 to 2018. He serves as Investment Committee Chairman at Wake Technical Community College, providing oversight on the college's investment portfolio. OSAIC serves a wide 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 asset-allocation tools and risk analysis to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Travis Kroeger is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Kroeger also operates Kroeger Financial Services, Inc., providing life insurance, long-term care, disability, and annuities to clients. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and access to third-party managers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Morgan Stanley, and MissionSquare Retirement. He also works as an independent agent providing health and supplemental insurance consulting to businesses and operates McCash Financial Group, LLC, offering life, health, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services with a focus on diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Mouton is a financial advisor at OSAIC with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Woodbury Financial Services Inc. and has been co-owner of an e-commerce seasoning retail business since 2024. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning and retirement consulting. The firm employs various asset-allocation tools and supports multiple advisory platforms, managing portfolios with a broad range of investment options.

Kevin Ross is a financial advisor with OSAIC, holding a Series 63 credential and 29 years of industry experience. Prior to joining OSAIC in 2024, he spent 10 years at Securities America Advisors, Inc. and Securities America, Inc. Ross is also the owner of Ross Advisory Group and Retirement Services, where he focuses on life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with multiple advisory platforms. The firm employs various asset-allocation tools, risk assessments, and third-party services to construct and manage portfolios across a broad spectrum of investment vehicles.

Jacob Johnson is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 66 designations and has previously worked at RiverLink Financial Advisors, Element Squared Private Wealth, and Thrivent Financial. Prior to his advisory career, he was employed at Topgolf and Fun.com. 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 provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of portfolio construction tools and offering both discretionary and non-discretionary account management.