Tyler Neary is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Northwestern Mutual, and Raymond James Financial Services. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Jed Lund is a financial advisor with Osaic Wealth, Inc. based in Plymouth, MN, holding a Series 63 designation and with 20 years of industry experience. His career includes roles at Focus Financial, Advisornet Wealth Management, Cetera Advisor Networks, Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group. Additionally, he is a separately licensed independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to manage portfolios across a range of investments on both discretionary and non-discretionary bases.

Robert Knous is a financial advisor with OSAIC based in Southlake, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for ten years. Outside of his advisory role, he is active as an insurance agent specializing in life and health insurance and owns a personal S corporation for income and tax reporting. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides a range of financial services and uses asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Erica Hower is a financial advisor with OSAIC in Wyomissing, PA, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Royal Alliance since 2014. Outside of her advisory role, Erica operates Butterworth Financial Services, providing life insurance and fixed rate annuities, and also serves as a notary. OSAIC 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 with a focus on asset allocation, risk management, and diversified portfolios that include stocks, bonds, options, and alternative investments.

Donald Garcia is a financial advisor at OSAIC with 38 years of industry experience. He previously worked for Lincoln Financial Advisors Corp. for 25 years. Outside of his advisory work, Garcia is involved in offering life settlements and equity indexed annuities, and he owns an LLC involved in holding real estate. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management.

Blaine Stockert is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for 12 years and has been affiliated with American Trust Center since 2006. Outside of his advisory work, he is the managing partner and secretary/treasurer of Laugh & Learn Daycare. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes, with both discretionary and non-discretionary management options.

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She previously worked at SagePoint Financial from 2011 to 2023. In addition to her advisory role, Mills operates a sole proprietorship managing inherited residential rental properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

Kylie Cagle is a Series 66-credentialed financial advisor at OSAIC with 14 years of industry experience. She previously worked at Sagepoint Financial for 11 years and has operated a sole proprietorship soliciting life insurance and fixed annuity sales since 2010. She is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. 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.

Scott Anderson is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following two years at Signator Investors, Inc. Anderson is also president of Anderson Financial Services, Inc. and serves on the board of the Fortunaire Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with various advisory platforms, utilizing asset-allocation tools and risk-tolerance assessments to construct portfolios across multiple asset classes.

Juli McNeely is a CFP® with 30 years of experience in the financial industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and SII Investments. McNeely is the author and speaker behind Juli McNeely Consulting LLC and has served as past president of the National Association of Insurance Financial Advisors. She also participates on the AssetMark Field Advisory Board and volunteers on committees for the Million Dollar Round Table. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through an extensive adviser network. The firm employs a variety of investment platforms and third-party manager solutions, offering both discretionary and non-discretionary portfolio management with integrated brokerage and advisory services.

Lawrence Stack is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic since 2018, following 14 years at JHFN Signator Investment Inc. He also serves as Vice President of Financial Planning at Michigan Financial Companies, involved in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisors. The firm utilizes firm-provided asset allocation tools, risk assessments, and automated rebalancing to construct portfolios incorporating a variety of investment types, and offers integrated brokerage, advisory, planning, and managed account services.

Beth Hearn is a CFP® with 39 years of experience in financial services, currently serving at OSAIC since 2025. Her prior experience includes eight years at Lincoln Financial Advisors Corporation and eleven years at Waddell & Reed, INC. and various insurance carriers through W&R Insurance Agencies, Inc. She is also a licensed notary. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory platforms and investment services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Patrick Dunn is a financial advisor with OSAIC in Silver Spring, MD, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. Dunn is also a trustee member of the Board at St. Joseph's Collegiate Institute in Buffalo, NY, serving in an unpaid, volunteer capacity. OSAIC serves a broad range 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 and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing, managing portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Reagan Hamilton is a financial advisor with OSAIC based in Southfield, MI, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, having previously worked at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., and The Firm Advisors. He is also involved as a financial consultant 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, offering integrated brokerage and advisory services. The firm utilizes a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, managed either discretionarily or non-discretionarily.

Cassandra Mcpherson is a financial advisor at Osaic Wealth Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services, Charles Schwab, and TD Ameritrade. Outside of advisory work, she is a partner and content creator for the podcast "Millennial Cringe," which focuses on millennial culture. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various tools and platforms to construct and manage client portfolios across multiple asset classes.

Jane Snyder is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and SII Investments. Snyder is also president of Snyder Financial Strategies, Inc., where she provides tax preparation services and sells insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party managers to construct and manage portfolios across various asset classes.

Kyle Cox is a financial advisor with OSAIC in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and Washington State University. In addition to his advisory role, he is involved in insurance brokerage, specializing in 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, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions and platform transitions.

Joseph Tursi Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Inc. and Principal Securities. He is also a registered representative and employee of Bankers Trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Roger Bennett is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Royal Alliance Associates, Signator Investors, Asset Financial Services Inc., and Transamerica Financial Advisors, all since the late 1990s or 2010s. Bennett is also a board member of the Grand Ledge Chamber of Commerce, where he reviews governance policies. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing a variety of investment tools and strategies across discretionary and non-discretionary accounts.

Ethan Alessi is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OneDigital Investment Advisors LLC and Osaic Wealth Inc. His prior roles also include positions outside finance, such as at Henry's on the Market and Wild Dunes Resort. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types, serving both discretionary and non-discretionary accounts.