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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 CFP® certificant with 24 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Her prior roles include long tenures at FSC Securities Corporation and BDL Advisors. She is a board member and secretary of the Georgia Rotary Professional Alliance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a focus on diversified portfolio construction and third-party managed solutions.
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 Series 66-credentialed financial advisor with 21 years of industry experience. He is currently with Osaic Wealth, Inc., having previously worked at Eaton Vance Management and Lord Abbett & Co. LLC. Outside of his advisory role, he is involved in a financial advisory LLC and participates in a referral arrangement for ESOP plans. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large affiliated adviser network. The firm provides integrated brokerage and advisory services employing asset-allocation tools, automated rebalancing, and a range of investment options including alternatives, supporting various account management styles and third-party solutions.
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