Louis Moore is a CFP® and ChFC® with 44 years of industry experience. He currently works at OSAIC, having joined the firm in 2025 after 27 years at Lincoln Financial Advisors Corporation. He is also the owner of Wealthstrong Financial LLC, through which he markets and sells fixed insurance products. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party money managers. The firm is notable for its complex corporate structure and multiple platforms resulting from mergers and private-equity ownership.

Lisa Whiteman is a financial advisor at OSAIC with 21 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, she worked at LPL Financial for 16 years and Washington State Employees Credit Union for 20 years. She is also involved with Whitehill Financial, LLC, where she provides insurance sales and service for various carriers. OSAIC 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, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios that may include a range of securities and investment products.

Timothy Brockmann is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc and Capital Financial Services, Inc. Outside of his advisory role, he serves as a deacon at Faith Community Church in Fort Atkinson, WI. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a variety of portfolio construction tools, offering both discretionary and non-discretionary account management.

Mark Richmond is a financial advisor with OSAIC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. Richmond is also involved with Rodriguez Financial Strategies, LLC, providing fixed insurance products as part of comprehensive financial planning. OSAIC Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering 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 tailored to client needs.

Brenda Kennedy is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. She has worked at FSC Securities Corporation and Asset Dynamics, in addition to her current role at OSAIC. Outside of her advisory work, she serves as an office assistant performing bookkeeping, payroll, and accounts payable/receivable functions for an industrial repair and manufacturing business. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment products and platforms.

Erik Garcia is a CFP® and ChFC® with 25 years of experience in financial advising. He is affiliated with Osaic Wealth, Inc. and serves as principal of Garcia Financial Group and Garcia Insurance Services, where he manages insurance agency operations. Garcia is also a board member of the Algiers Economic Development Foundation and The Restoration Initiative for Culture and Community, and he co-hosts a podcast focused on financial education. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm combines advanced asset-allocation tools and multiple advisory platforms to provide tailored investment solutions.

Kevin Stottlemyre is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America, Inc. for eight years. In addition to advisory services, he is involved in insurance sales as an agent. OSAIC 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, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a broad range of investment types.

Michael Cross is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for nine years at Woodbury Financial Services Inc. Outside of his advisory role, he is the managing member of Cross Financial, LLC, where he has provided investment and insurance-related guidance since 2010. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs firm-provided tools and automated rebalancing to construct portfolios tailored to clients’ risk tolerances and investment restrictions.

Adam Sachs is a financial advisor with Osaic Wealth, Inc. based in Needham Heights, MA, holding a CFP® certification and Series 63 and 65 licenses. He brings 32 years of industry experience, with prior roles at Global Laminates, John Hancock Life Insurance Co., and Signator Investors, Inc. Sachs serves on several nonprofit and community boards, including as president of the Ashland Business Association and a member of the board of the Office of NAIFA Massachusetts, and volunteers mentoring individuals on financial wellness. Osaic Wealth, Inc. serves a diverse client base including individual and 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 with a focus on portfolio construction using firm-provided tools, supporting both discretionary and non-discretionary accounts across multiple asset classes.

Madison Konermann is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has held various roles at firms including Securities America and Riverbend Financial Group. In addition to her advisory work, she is the Director of Business Development at Altus Consulting Group, a sole proprietorship focused on business growth and client relationships. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment platforms and employs tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to client needs.

Christopher Hartrich is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SagePoint Financial since 2011 and OSAIC since 2023. Additionally, he owns a sole proprietorship marketing life and long-term care insurance and provides life and health insurance services through an LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms through a large network of affiliated advisers.

Connor Mueller is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has previously worked at Woodbury Financial Services and Feucht Financial Group, where he also serves as a financial advisor and tax professional. Mueller's activities include preparing tax returns and meeting with clients in addition to investment-related duties. 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 and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Brian Jansen is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Tri City Investment Services. Jansen serves on the 401(k) committee for Tri City National Bank, where he collaborates on plan review and fund oversight. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Audrey Flamio is a financial advisor with Osaic Wealth, Inc. in Mount Kisco, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Osaic since 2013. Outside of her advisory role, she is involved with Senior Services North America as an agent selling Medicare Advantage, Medicare Supplement, Part D, and Final Expense insurance plans. 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 investment advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and a variety of investment products to construct client portfolios.

Michael Lammers is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Securities America. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-assessment methods to construct portfolios that may include a range of investment products managed on discretionary or non-discretionary bases.

Paul Roller is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Simplified Wealth Management. Outside of his advisory role, he is president of LIFE RELOADED, LLC, where he instructs firearms safety and teaches the National Rifle Association's Basic Pistol Course. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes tools such as asset-allocation software and automated rebalancing.

Jason Knight is a financial advisor with OSAIC based in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Outside of his advisory role, he is involved in several business activities including leadership positions in LLCs that provide group benefits, retirement plans, and commercial insurance services. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools and access to third-party money managers.

David Boren is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, Boren serves as a deacon in the Diocese of Austin and is secretary of the Round Rock Police Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services with a variety of investment platforms and portfolio management tools.

Jordan Lamantia is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. He has worked at Securities America Advisors and Millenia Investments, LLC, where he serves as an associate advisor supporting lead advisors. Lamantia has a background that includes roles outside of finance, such as managing his own lawn care business for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Luis Ramirez is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Savage & Associates and its affiliated entities since 1996. Ramirez also participates in the education and training of new advisors at Savage and Associates. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides a range of advisory and brokerage services, employing asset-allocation tools and multiple investment platforms to construct portfolios tailored to client needs.