Bradley Jerome is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior firms include Royal Alliance, Legacy Financial Group, Inc., and Founders Financial Securities, LLC. Jerome is president of Legacy Financial Group, Inc., where he is involved in financial planning and life insurance services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm uses a range of portfolio construction tools and supports multiple advisory platforms to meet diverse client needs.

Glenn Matecun is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 65, Series 63, and Series 66 credentials and previously worked at Prosperity Wealth Management, Inc. and Founders Financial Securities LLC. In addition to his advisory role, he owns and operates an estate planning and elder law firm in Howell, Michigan. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, using tools like asset-allocation models and automated rebalancing to manage portfolios.

Shane Heddy is a financial advisor at OSAIC with six years of industry experience and holds the Series 66 designation. He has previously worked at Legacy Financial Group and West Financial Planning, among other roles. Outside of his advisory work, he owns a woodworking business that sells handmade furniture online and collaborates as a musical artist. He also teaches and moderates courses for the College for Financial Planning. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm offers comprehensive portfolio construction tools and supports multiple third-party investment platforms and managed account solutions.