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Aaron S

Series 63, Series 66

Carmel, IN

OSAIC

Aaron Smith is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, TD Ameritrade, and The Prudential Insurance Company of America. He is also involved as a Financial Support Associate with Market Share, Inc., assisting advisors and clients in various capacities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization techniques and provides access to discretionary strategies, third-party managers, and alternative investments.

Annuities Private / alternative investments
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Michael H

CFP®, Series 63, Series 66

Carmel, IN

OSAIC

Michael Hutto is a CFP®-designated financial advisor with 28 years of industry experience. He currently works at OSAIC and has held positions at Royal Alliance and Lincoln Financial Securities Corporation. Outside of his advisory role, Hutto volunteers as an Assistant Scoutmaster and committee member for Boy Scouts of America Troop 97. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with options for discretionary management and third-party manager selection.

Annuities Private / alternative investments
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Corey N

CFP®, Series 66

Carmel, IN

OSAIC

Corey Norman is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Norman also serves as a financial advisor for MarketShare Financial, where he is involved in the sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization techniques supported by various analytical tools.

Annuities Private / alternative investments
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