Keith Hullum is a CFP® professional with 22 years of experience in the financial services industry. He is currently with OSAIC and previously worked at Woodbury Financial Services and Axa Advisors. He is also owner of Lovelace and Hullum Financial Group, an S corporation that provides financial services including securities and insurance. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers a range of advisory and brokerage services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

Charles Witt is a financial advisor at Osaic, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Center Management Services, Inc., Zeal Development Group, and Noble Investment Group. 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 emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and maintaining multiple custodial and legacy program arrangements.