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Brandon G
CFP®, Series 66
Atlanta, GA
OSAIC
Brandon Gutierrez is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC, where he has worked since 2023, following prior roles at FSC Securities Corp and Northwestern Mutual. In addition to his advisory role at OSAIC, he is involved with BDL Advisors, LLC, focusing on financial and investment planning as well as insurance planning. 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, utilizing asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.
Linda V
CFP®, Series 63, Series 66
Atlanta, GA
OSAIC
Linda Vu is a financial advisor with OSAIC based in Atlanta, GA, holding CFP® certification along with Series 63 and Series 66 licenses. She has 25 years of industry experience, including prior roles at FSC Securities Corporation and Browne, Draper & Land Financial Concepts. Vu is a board member and secretary of the Georgia Rotary Professional Alliance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple third-party money managers through a large network of affiliated advisors. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
Kevin R
CFA®, Series 63
Atlanta, GA
OSAIC
Kevin Ruth is a CFA® charterholder and holds the Series 63 license, with 14 years of industry experience. He is currently with Osaic Wealth, Inc. since 2023, following roles at FSC Securities Corporation and Raymond James & Associates. He also serves as a portfolio manager at BDL Advisors, an LLC investment-related activity. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.
Jeffrey B
CFP®, Series 66
Atlanta, GA
OSAIC
Jeffrey Bramlett is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He has worked at OSAIC since 2023 and was previously with FSC Securities from 2020 to 2023. Outside of his advisory role, he has experience assisting in financial planning and trading operations through a financial paraplanning LLC. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs asset-allocation tools, automated rebalancing, and offers access to various third-party money managers and model solutions.
Luke W
Series 66
Atlanta, GA
OSAIC
Luke Webber is a financial advisor at Osaic Wealth, Inc. based in Atlanta, GA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Eaton Vance Management and Lord Abbett & Co. LLC prior to joining Osaic. Webber is also engaged as a financial advisor supporting BDL Advisors and involved in the sale and service of fixed insurance and annuities. 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, employing tools such as asset-allocation models and risk-tolerance assessments to construct diversified portfolios across various asset classes.
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