Geoffrey Koepp is a financial advisor with Osaic Wealth based in Austin, TX, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes 15 years at Woodbury Financial Services and four years at Ameriprise. Outside his advisory role, he is involved in insurance sales and services and serves as a financial advisor with several related consulting and insurance businesses. He is also a member of the Bastrop Chamber of Commerce. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach that incorporates model-based asset allocation, portfolio optimization, and a variety of managed account solutions.

Todd Lively is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fortis Investors, Inc. since 1993. Outside of his advisory role, he is president of Southwest Business Consultants, Inc., a firm specializing in tax compliance, consulting, and litigation support. OSAIC Wealth serves a diverse group of clients including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a range of brokerage and advisory services supported by a model-based investment process and operates through a multi-advisor platform that integrates various affiliated entities and third-party managers.

Hunter Lively is a financial advisor at OSAIC in Austin, TX, with one year of industry experience. He holds the Series 66 designation and has worked at firms including Grant Thornton LLC and Southwest Business Consultants. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization within a multi-advisor platform.