Kailee Hiss is a CFP® and holds a Series 66 license, with five years of industry experience. She is currently an advisor at OSAIC and has previous experience at FSC Securities and Smith, Moses & Cozad, LLC. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by technology and risk-tolerance analysis.

Daniel Griffith is a CFP® professional with eight years of experience in the financial services industry. He is currently affiliated with OSAIC and has prior experience at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating training programs and overseeing athlete progress. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and various management strategies supported by risk-tolerance assessments and rebalancing tools.

David Smith is a CFP® professional with 39 years of experience in the financial services industry. He has worked at FSC Securities Corporation for 31 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates an insurance agency and is involved in managing trusts and family business entities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and offers both discretionary and advisor-managed strategies across multiple platforms.

Ethan Zielazny is a financial advisor at OSAIC with five years of industry experience. His prior roles include positions at FSC Securities Corporation and Prudential Insurance Company of America. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing a range of advisory strategies and third-party manager selections.

Michael Cozad is a CFP® professional with 16 years of industry experience. He is currently with Osaic Wealth and has previously worked at FSC Securities for 13 years. Cozad is also involved with Smith, Moses & Cozad, LLC, where he has served since 2007, providing financial planning and investment management services. Additionally, he holds a leadership role as Vice President and Treasurer at Smith Cozad, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.