Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

Tim Ryan is a financial advisor with OSAIC based in Hattiesburg, MS, holding a Series 66 designation and 18 years of industry experience. He previously spent 16 years at Woodbury Financial Services Inc and has been affiliated with the University of South Mississippi for over two decades. Outside of his advisory role, he is president of Ryan Financial Services, which offers investment advice and sells fixed insurance products including life insurance and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms.

Amanda Delmonico is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Prior to entering the financial services industry, she was employed in the food retail sector. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct portfolios across various securities, offering both discretionary and non-discretionary management options.

Timothy Corcoran is a financial advisor with OSAIC in Melville, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Corcoran is also involved in insurance brokerage through a sole proprietorship and serves as an Investment Advisor Representative for Lighthouse Financial Network, LLC. OSAIC Wealth, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple investment platforms, using asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Robert Hubbard Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Ohio National Insurance Company. Hubbard serves as a board member for both Life Church of the Plains and White Eagle Credit Union. 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 investment advisory services, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Joseph Geneva is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors, LLC. He serves as a board member of the Michael Magro Foundation, a nonprofit focused on pediatric cancer. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk analysis, and third-party managed accounts to construct diversified portfolios.

Jeffrey Hill is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Financial West Group, and Insight Capital Management, where he is also an owner. Outside of his advisory work, he serves as a board member and trustee at Temple Beth El and acts as a foster parent in Warren County, NY. OSAIC serves a broad mix 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 a range of tools and strategies to construct and manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Daniel Wohlenhaus is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Sii, and The Ranch House Senior Living Community. Outside of his advisory role, he operates a sole proprietorship focused on the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios, providing both discretionary and non-discretionary account options.

Chad Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes 14 years at Sagepoint Financial, Inc., as well as prior roles at Charles Schwab, Chase Investment Services Corp., and Banc One Securities Corporation. Johnson is based in Scottsdale, Arizona. 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 a broad range of advisory services and uses various tools and platforms to construct portfolios tailored to clients’ risk tolerance and investment goals.

Patricia Toner is a CFP® professional with 43 years of experience in financial advising. She has worked at Osaic since 2023 and spent 14 years at Sagepoint Financial, Inc. Additionally, she is active as a real estate sales agent in Montecito, CA. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Gregory Poleon is a financial advisor with Osaic Wealth, Inc. based in Williamsville, NY, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside his advisory work, he serves on the board and acts as CFO for LE3 Inc., a nonprofit providing before- and after-school programs and pre-kindergarten care. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset allocation tools and third-party platforms to manage portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

Andrew Clyne is a financial advisor with Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at firms including Securities America Advisors and Cambridge Investment Research, and he operates Aggregate Wealth Management as a DBA. Outside of finance, he teaches scuba diving as a Dive Master. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services alongside financial planning, retirement consulting, and access to managed accounts and third-party money managers.

Samuel Hoppe is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is a partner at Hoppecottrell, LLP, a CPA tax practice, and at Hoppecottrell Advisors, an investment advisory LLC. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, automated rebalancing, and access to third-party money managers and managed-account solutions.

Marygrace Voss is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and four years of industry experience. She has worked at several firms including Michigan Financial Companies and UHY, with prior roles at Walsh College, BKD, and Xavier University. Voss is involved in sales and marketing of securities, investment advisory, and insurance products through affiliations with Michigan Financial Companies-Dunleavy Wealth Management and Fathom Financial Partners. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions using tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Jonathan Macko is a CFP® professional with 16 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and Morgan Stanley, where he worked from 2013 to 2022. Outside of his advisory work, he is president of Palmetto Preparedness, a business focused on creating personalized family disaster preparedness plans. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various portfolio management options across a wide range of investment products.

John Clayton is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors, Inc. since 2012 before joining OSAIC in 2024. OSAIC serves a broad mix 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. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Jared Dannis is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with OSAIC. He has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of advising, Dannis operates as an independent life and health insurance agent under a sole proprietorship and serves as a trustee of an immediate family member’s irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services with a focus on diversified portfolio construction using various asset classes and third-party platform solutions.

Ross Ainley is a ChFC® with 46 years of industry experience. He joined OSAIC in 2025 after 27 years at Lincoln Financial Advisors Corporation. Ainley is also engaged as an agent offering fixed insurance products and premium financing through Ainley Financial Group. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm delivers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Jarrod Mckee is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Osaic since 2018 and previously spent two years with Signator Investors, Inc. In addition to his advisory role, Mckee volunteers on the Vertex Pharmaceuticals Caregiver Advisory Board and coaches youth basketball. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary and non-discretionary management options.

John Nori is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Sagepoint Financial, Inc. and Merrill. Nori is involved in nonprofit work as a board member of the McLaren Macomb Healthcare Foundation and owns Midwest Insurance Advisors and Midwest Financial Advisors, where he provides insurance and financial advice. He also supervises a card trading business for his two sons. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary management.