Geoffrey Koepp is a financial advisor with OSAIC in Austin, TX, holding a Series 66 designation and over 21 years of industry experience. Prior to joining OSAIC in 2024, he spent 15 years at Woodbury Financial Services. He is also involved with several insurance and financial consulting businesses and is a member of the Bastrop Chamber of Commerce. OSAIC serves a diverse client base that includes individual investors, high-net-worth individuals, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Todd Lively is a financial advisor with OSAIC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Fortis Investors, Inc. for over three decades and has operated as a self-employed professional since 1991. Outside of advising, he serves as president of Southwest Business Consultants, Inc., a company specializing in tax compliance, consulting, and IRS representation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of portfolio construction tools and third-party solutions to offer tailored investment management and financial planning.

Hunter Lively is a Series 66-credentialed advisor at OSAIC with one year of industry experience. His work history includes roles at Osaic Wealth Inc., Southwest Business Consultants, Grant Thornton LLC, and Advanced Micro Devices. He is based in Austin, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.