Kaylee Reynolds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson, Summit Financial Advisors, and Treasure State Hearing. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Jake Simkins is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc and Summit Financial Advisors. Outside of his advisory work, he has been involved with 1ROC Pile LLC in a rental services capacity. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of advisory services, retirement plan consulting, and access to third-party managers through multiple platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios across a variety of investment types and supports both discretionary and non-discretionary account management.