Daniel Padden is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Arbor Point Advisors. Outside of his advisory role, he serves as a life insurance agent and trustee for a family irrevocable trust. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, using multiple program models and a mix of proprietary and third-party platforms to manage client portfolios.

Robert Pearl is a CFP® professional with 14 years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has previously worked at firms including Triad Advisors, Cetera Advisors, SageView Advisory Group, First Allied, and Edward Jones. He serves as a board member of the Oakland McLaren Charitable Foundation, organizing events to benefit the local hospital. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, employing multiple program models and platforms to tailor portfolios to client needs.

Jack Jones Jr. is a CFP® professional with over 32 years of experience in financial advising. He currently works at Osaic Advisory Services, LLC and has held roles at Triad Hybrid Solutions and The Robare Group. He is also involved with Robare Asset Management, Inc. and manages fixed insurance products as part of his broader advisory work. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms such as Schwab, Fidelity, Envestnet, and Ladenburg Thalmann Asset Management.

Malakai Gaines is a financial advisor at Osaic Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. Before joining Osaic in 2025, he studied at Arizona State University and worked at Cascade Distribution. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides various advisory services through multiple program models, incorporating both proprietary and third-party platforms for portfolio management.

Kim James is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds the CFP® and PFS™ designations and has worked at several firms including Triad Advisors, Inc. and Jotkoff & Associates P.A., where he is also a CPA. Outside of financial advising, he owns a pottery business that he operates as a hobby. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm offers a range of investment management and financial planning services, utilizing multiple program models and a combination of proprietary and third-party platforms.

Steven Baker is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Osaic in 2024, he spent 19 years at American Portfolios Financial Services, Inc. and has maintained a role with IDS Life Insurance since 2000. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models with custody primarily through Schwab and Fidelity.

Kevin Womack is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. Prior to his advisory career, he was involved in education and managed a cattle business. Outside of his advisory role, Womack assists with a family-owned cable business as contract labor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Mark Tichar is a financial advisor at Osaic Advisory Services, LLC with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Arbor Point Advisors and Securities America Advisors, Inc. Outside of advisory roles, he has been involved in insurance sales through Ash Brokerage for over 20 years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Jason Gerb is a financial advisor at Osaic Advisory Services, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Securities America Inc, Woodbury Financial Services, and TD Bank N.A. Jason is based in Scottsdale, AZ. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection, delivering advisory programs through multiple models with custody primarily arranged through Schwab and Fidelity.

Preston Yost is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Securities America, Arbor Point Advisors, and teaching positions at Idaho State University and Brigham Young University of Idaho. He is also an insurance producer, offering insurance products to support clients' financial planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of investment management and financial planning services through multiple program models, utilizing various proprietary and third-party platforms.

Ryan Mathes is a CFP® professional with 18 years of industry experience, currently serving with Osaic Advisory Services, LLC. His career includes prior roles at Arbor Point Advisors and Ameriprise Financial Services, Inc. Mathes has been actively involved in community service, including past presidency of the Rotary Club of The Woodlands and volunteering with Habitat for Humanity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of financial services and utilizes multiple program models with custody primarily arranged through Schwab and Fidelity.

Douglas Barton is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has previously worked with Triad Hybrid Solutions, Triad Advisors, Parkland Securities, and Spc. Barton is also the founder and owner of Ascent Financial Group, where he provides wealth advisory services and financial planning, and he manages a family trust as a trustee. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Chad Abel is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. He is also the owner of Abel & Associates, LLC, a business used for fee and payroll management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm provides comprehensive investment management and financial planning services across various program models, utilizing proprietary and third-party platforms and offering access to alternative investments and lending solutions.

Samuel Keck is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Parkland Securities and Triad Advisors, and he is involved in life insurance sales through Clearview Financial, LLC. Keck also serves as president of Asset Fortress Group, Inc., which provides business valuation reports, and works as an independent contractor for a company specializing in software sales related to life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment and financial planning services delivered through multiple program models and utilizes proprietary and third-party platforms for portfolio management.

Derek Parsons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has been associated with Moore Wealth Management and Parsons since 2014 and is currently affiliated with Triad Hybrid Solutions. Outside of advising, he operates as an independent insurance agent focusing on life products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms for portfolio management.

Dennis Mcmillin is a financial advisor at Osaic Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at American Portfolios for 17 years. Outside of his advisory work, he performs as a trombonist with Rochester Civic Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.

Natalie Thomas is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her career includes roles at Osaic Wealth Inc, Capital Financial Advisors, CTM Financial Group LLC, and Charles T. Mitchell Company PLLC. She also operated a business called Candi's Closet from 2021 to 2022. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and specialized offerings like annuity sub-account management and donor-advised fund advisory.

Blake Bailey is a financial advisor at Osaic Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Securities America, and Arbor Point Advisor. Bailey is also involved with AB Wealth Management as an advisor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and custody arrangements primarily through Schwab and Fidelity.

Austin Scott is a CFP® with nine years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory work, he volunteers as a youth hockey coach and a ski resort greeter in Wenatchee, WA. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and nonprofits. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and combining proprietary and third-party platforms for portfolio management.

Daniel Rausch is a CFP® with 11 years of experience in the financial advisory industry. He is currently with Osaic Advisory Services, LLC and has prior experience at AW Securities, Allworth Financial, First Allied Advisory Services, and Northwestern Mutual Investment Management. Outside of his advisory work, he is a licensed CPA providing incidental tax preparation and advisory services, as well as a licensed commercial real estate broker. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and municipal entities. The firm offers a variety of services such as investment management, financial planning, and retirement plan consulting through multiple program models and collaborates with third-party platforms and managers.