Jose Rodriguez is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., and Citigroup Global Markets. In addition to his advisory role, Rodriguez is president of Rodriguez Financial Strategies, LLC, where he offers fixed insurance products, and he serves on the advisory board of Creek Technologies. He also engages as a paid speaker on financial planning and Hispanic cultural topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple management strategies supported by a complex affiliate network and private-equity ownership.

Mark Richmond is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Richmond is also involved with Rodriguez Financial Strategies, LLC, where he presents insurance products including life, health, and annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program platforms.

Jason Hallmark is a CFP® professional at OSAIC with 18 years of industry experience. He has previously worked at Northwestern Mutual and Securities America Advisors. Outside of his advisory role, Hallmark is also involved in creating art and photography. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization through a multi-advisor platform.