Bradley Thomas is a CFP® professional with 21 years of experience in financial advising. He is currently with OSAIC and has held prior roles at Thomas Financial Company LLC and FSC Securities Corporation. He is a partner at Thomas Financial Company LLC, which markets life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and multiple implementation options including third-party managers and proprietary strategies.

Nicholas Klanke is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Michigan Financial Advisors Corporation and Fsc Securities Corp. Klanke meets with clients to discuss their financial planning through his involvement with Thomas Financial Company LLC and Retirement Planning & Investment Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm uses a model-based investment approach with tools for portfolio optimization and provides access to discretionary strategies, third-party managers, and alternative investments.

David Thomas is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with OSAIC and has held roles at Thomas Financial Company, LLC and Fsc Securities Corporation, Inc. Outside of his advisory work, he is involved in promoting and selling life insurance products and estate planning through his own firm, Thomas Financial Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a variety of investment management programs.

Joseph Thomas is a CFA® charterholder with 19 years of industry experience. He is currently with OSAIC and has prior experience at Thomas Financial Company LLC and FSC Securities Corporation. Thomas is a partner in Retirement Planning & Investment Services, where he meets with clients to discuss financial planning. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed and third-party strategies.

Elissa Willis is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. Her background includes roles at the University of Michigan and Mathnasium. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management supported by model-based asset allocation and risk assessment tools.

Lucas Thomas is a financial advisor with Osaic Wealth in Bloomfield Hills, Michigan, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic, he worked at FSC Securities and spent nine years with Easterseals Michigan. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process and supports implementation through discretionary management, third-party managers, and proprietary strategies.