Mark Gerber is a CFP® professional with five years of industry experience currently serving at OSAIC since 2025. Prior to joining OSAIC, he worked at Edward Jones from 2021 to 2025 and held roles outside finance including service with the Santa Cruz County Sheriff’s office. Osaic Wealth, Inc. 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. The firm employs a range of investment services and advisory platforms, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset classes.

Esteban Munoz is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services Inc for nine years prior to joining OSAIC. Munoz is also involved in portfolio management and insurance services through his sole proprietorship, M&A Investment Services, where he serves as president and vice president. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of financial advisers. The firm offers a range of advisory and brokerage services utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

Glenn Pollack is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Advisor Group, PlanMember Securities Corporation, Cetera Advisor Networks LLC, and Girard Securities, Inc. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Jeffrey Sussman is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. for 21 years and Finesco Assoc. Inc. for 45 years. He has also been affiliated with Empire State College for over five decades. 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 tools designed to manage portfolios with a wide range of assets.

James Gilmore is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of his advisory work, Gilmore is actively involved in community and nonprofit activities, including serving as President and Program Committee Chair of the Orange Rotary Club and volunteering on the board development committee for the Providence St. Joseph Hospital Foundation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a diverse range of asset management solutions and employs firm-provided tools such as asset allocation and risk-tolerance assessments to construct portfolios.

J. Michael Seymour is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Seymour is also the owner of UNI Private Wealth Strategies, a sole proprietorship that provides insurance and fixed annuity recommendations and monitoring. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and uses various portfolio construction and management tools supported by multiple advisory platforms.

Steven Kinrade is a financial advisor with OSAIC, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He previously worked at Ameritas Investment Corp and Central Financial Services, and has managed a family farm specializing in Angus cattle breeding since 1996. In addition to his advisory work, he is a licensed independent insurance agent selling fixed insurance products. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage, investment advisory, and retirement consulting services through a large network of affiliated advisers and multiple advisory platforms.

Matthew Hulse is a financial advisor with Osaic Wealth who holds Series 65 and Series 63 licenses and has 14 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory work, he owns Fairway Stables LLC, a farm business that manages expenses and income related to hay bailing and horse activities. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing a range of asset-allocation tools and third-party money managers to construct diversified portfolios.

William Keel III is a CFP® professional with 30 years of industry experience, currently affiliated with OSAIC. He has been with Royal Alliance Associates, Inc. since 2008. Keel serves as an adjunct instructor in the Certified Financial Planner graduate program at Rice University. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various asset-allocation tools and third-party managed-account solutions.

Anthony Soh is a CFP® and ChFC® with 19 years of industry experience. He currently works with Royal Alliance and has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. for extended periods. He is involved in advisor education through Advisory Resource Group, LLC, focusing on life insurance and annuity products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.

Marie Cammack is a financial advisor with OSAIC in Costa Mesa, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Independent Capital Management, Inc. and ICM Lending since the early 2000s. In addition to advising, she serves as a certified paralegal with Citadel Law Offices, assisting with estate analysis for trust services. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset allocation tools and risk assessment techniques to construct portfolios and supports various managed-account solutions alongside third-party services.

Walter King is a CFP® with 38 years of experience in the financial industry. He currently works at OSAIC and was previously with FSC Securities Corporation for 35 years. Outside of his advisory role, he owns West Financial Enterprises, which provides bookkeeping and tax return preparation services, and he is a partner in a commercial real estate leasing business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation and portfolio management tools.

James Godwin is a financial advisor with OSAIC in Tucson, AZ, holding a Series 66 designation and 24 years of industry experience. He has been with OSAIC since 2003. Outside of his advisory role, he is involved in tax preparation services through Pinnacle Taxx. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using advanced asset-allocation tools and offers access to a wide range of investment products and third-party managed account solutions.

Scott Taylor is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 25 years. Outside of his advisory role, Taylor is also licensed to offer disability insurance, fixed and indexed annuities, traditional life insurance, and long-term care insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms to deliver customized portfolio solutions.

George Paxton is a financial advisor with OSAIC Wealth Inc. based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and SII Investments. Paxton also owns an insurance agency and serves as president of Monarch Financial Group, an S Corporation. OSAIC Wealth Inc. serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services with access to multiple managed account platforms, employing tools such as asset-allocation models and automated rebalancing to construct portfolios across various asset classes.

Glenn Williams is a financial advisor with OSAIC based in Atlanta, GA, holding CFP® and ChFC® designations and over 39 years of industry experience. Prior to joining OSAIC in 2024, he spent 21 years with Woodbury Financial Services, Inc. He is also president of U.S. Planning Group, Inc., where he supervises and provides coaching for registered representatives and investment adviser representatives. 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 integrated brokerage and advisory services with a comprehensive range of investment solutions supported by proprietary tools and third-party resources.

Kelly Arman is a financial advisor at OSAIC with 9 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance and James Monagan/Jeffrey Turner. Outside of his advisory role, he serves as Vice President of the World Affairs Council of Northwest Ohio, a nonprofit organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Lucas Wienk is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2021. He previously worked at Royal Alliance and has experience in both financial services and the education sector through Augustana University. Wienk is also involved with WIENK FINANCIAL LLC, where he assists with advisory activities and holds a Life and Health Insurance license in South Dakota. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

Casey Startzell is a CFP® professional with 13 years of industry experience. He is currently with Osaic, having joined in 2023 after 11 years at FSC Securities Corporation. Outside of his advisory role, he owns STARTZELLGROUP LLC, a tax preparation service for individuals, families, and small businesses. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services and employs various tools and third-party solutions to construct and manage portfolios across asset classes on both discretionary and non-discretionary bases.

Juan Vargas is a financial advisor with OSAIC in Riverside, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Securities America Advisors and Woodbury Financial Services. Outside of his advisory role, Vargas is involved in insurance sales and serves as president of Cognitio Capital, an insurance agency specializing in fixed life insurance and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct and manage portfolios.