Fernando Romero is a financial advisor with Osaic Wealth, Inc. based in Brandon, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Woodbury Financial Services and Questar Asset Management. Romero also serves as president of Romero Insurance & Financial Services, a full-service insurance agency. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to managed account platforms. The firm utilizes quantitative tools and a range of investment vehicles to construct portfolios tailored to client risk tolerance and preferences.

James Hough is a CFP® and ChFC® with 42 years of experience in the financial services industry. He currently works at Osaic and has prior experience at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he manages fixed insurance products and oversees marketing and supervision activities through his own firms. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct diversified portfolios.