Jonathan Boslooper is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL. He holds the ChFC® designation as well as Series 63 and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he spent five years at Royal Alliance Associates, Inc. and 39 years at Signator Investors, Inc. Boslooper is involved in insurance brokerage and securities sales through his other business activities with Signature Financial Solutions LLC. 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 advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Thomas Zimmer is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with OSAIC, having joined the firm in 2024. Prior to this, he worked at Securities America, Inc. and Next Financial Group Inc. Outside of his advisory role, Zimmer is a notary public and has been involved in modeling services as an independent contractor. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and investment advisory services supported by multiple platforms and third-party managers. 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.

Michael Johnson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory work, he owns and operates Johnson Financial Group, an insurance agency focused on life and health insurance products, and he serves as a board member of the Bryan Rotary Club and is involved with the Bryan Area Foundation. OSAIC 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 investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Shawn Richards is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY. He holds a Series 66 designation and has 21 years of industry experience, including 14 years with American Portfolios Financial Services, Inc. Richards is also an independent insurance agent specializing in life, disability, and long-term care insurance, and has an ownership interest in TeacherRetire.com, a website related to variable investments. 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 provides a range of services including integrated brokerage and investment advisory, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Clement Richardson is a financial advisor with OSAIC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at OSAIC since 2023 and previously spent three years with FSC Securities Corporation and over 20 years with Umpqua Investments, Inc. Richardson is the principal of Richardson eWealth Strategies Inc., where he provides leadership and strategic direction. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage and investment advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Richard Smith is a financial advisor at Osaic with 36 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. In addition to his advisory work, he is an insurance agent offering disability insurance, fixed and indexed annuities, traditional life insurance, long-term care insurance, life settlements analysis, and premium financing. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing firm-provided asset-allocation tools and automated rebalancing to construct portfolios tailored to client needs.

Nicholas Stiefel is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Mass Mutual, and the University of Virginia. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

George Enone is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for eight years and Capital One Investing, LLC for three years. 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, utilizing firm-provided tools and third-party managers to construct diversified portfolios with a range of investment options.

Frank Lavin II is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked with Securities America Advisors and Securities America, Inc. for six years. He is also an owner and partner of Columbus Advisors, a California general partnership. 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 utilizes a variety of proprietary tools and third-party solutions to construct diversified portfolios and offers integrated brokerage, advisory, and financial planning services.

Brent Grauberger is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked for Securities America Advisors, Inc. for 20 years and has been involved with PGN Financial Services, LLC since 2003, where he conducts insurance sales. Additionally, he provides investment capital and consulting services to a family-owned investment LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing in portfolio management and supports multiple advisory programs and legacy platforms.

John O’Bannon is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at FSC, Edward Jones, and Lowe’s Corporation. Outside of his advisory role, he is a youth, high school, and collegiate soccer referee during the spring and fall seasons. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering a range of advisory and brokerage services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios across various investment types, managing accounts with discretion or client-imposed restrictions.

Jacob Fleming is a financial advisor at OSAIC with three years of industry experience. He previously worked at Focus Financial Network Inc and Strong Tower Wealth Management. Outside of financial services, he coaches youth hockey with the Elk River Youth Hockey Association. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to build portfolios across multiple asset classes for both discretionary and non-discretionary management.

Jairo Acevedo is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked with AIG Advisor Group since 2015 before joining OSAIC in 2023. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios across a variety of asset classes.

Mark Thigpen is a financial advisor with OSAIC in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Edward Jones and Sii. In addition to his advisory work, he serves as Chief Technology Officer and Insurance Broker for Latto and Associates, Inc., where he assists with technology updates and insurance product sales. 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 advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios that include a wide range of investment products.

Justin O’Bannon is a financial advisor with OSAIC Wealth, Inc. in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC Wealth, he has worked at BP Energy Co since 2014. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, offering portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Beth Blecker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked at Invescor Advisory Services, Inc. for 12 years and has been associated with Eastern Planning Inc. for over 30 years, where she also serves as CEO. Outside of her advisory role, she serves on the board of the Holocaust Museum & Center for Tolerance and Education and is an author of a biography. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services across multiple platforms. The firm uses various advisory tools and third-party managers to construct diversified portfolios for individual and institutional investors.

Thomas Hurt is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024. Prior to joining OSAIC, he was affiliated with Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc., and he also maintains an insurance sales and servicing role with Advantage Financial Group LLC. 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 various asset allocation tools, risk assessments, and third-party platforms to construct and manage portfolios across a broad range of investment vehicles.

Mark Knutson is a CFP® professional with 42 years of industry experience, currently affiliated with OSAIC since 2024. He previously spent 21 years at Woodbury Financial Services. Outside of his advisory role, he owns a sole proprietorship called Simply Divine Cheesecakes, which produces and distributes cheesecakes. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Aaron Adams is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 12 years. Outside of his advisory role, Adams works as a Door Dash delivery driver on weekends. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios.

Michelle Skinner is a financial advisor at OSAIC based in Portland, OR, with 2 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Resource Financial Planning, Victory Financial Planning, tru Independence, XY Planning Network, Edelman Financial Engines, and Farm Credit West. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation and portfolio construction tools and supports both discretionary and non-discretionary account management.