Zachary Croonquist is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Teckmeyer Financial Services. In addition to his advisory role, he is also licensed as an insurance agent and solicits insurance products based on client needs. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a broad range of brokerage, advisory, and managed account services supported by sophisticated asset-allocation tools and multiple third-party platforms.

Jason Smith is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Apart from his advisory career, he has been involved with the Boy Scouts of America for over 15 years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of financial services through numerous affiliated advisers and employs various tools and platforms to provide integrated brokerage, advisory, and managed account solutions.