Keaton Zavis is a financial advisor with OSAIC in Boulder, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at Prospect Financial Group. Outside of finance, he is a co-owner of Hello Penny Bar, LLC, a private mobile bar rental business. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Derek Tuz is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Lincoln Financial Advisors Corporation and Charles Schwab. In addition to his advisory role, he owns Aegis FP Services, LLC, which manages business expenses, and acts as an agent offering traditional life insurance, fixed annuities, and health savings accounts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory, and financial planning services. The firm employs a variety of tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.