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Steven M

Series 63

Casper, WY

OSAIC

Steven Moore is a financial advisor with OSAIC in Casper, Wyoming, holding a Series 63 designation and 44 years of industry experience. His prior experience includes 36 years at Linsco/Private Ledger Corp. and one year at Lincoln Financial Advisors. Moore also works as an insurance agent, offering disability and traditional life insurance along with fixed-indexed and fixed annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through extensive advisory platforms and employs asset-allocation tools and third-party managers to construct tailored portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Katelyn B

Series 66

Casper, WY

OSAIC

Katelyn Broome is a financial advisor at Osaic Wealth, Inc. in Casper, Wyoming, holding a Series 66 designation. She has one year of industry experience, previously working at Lincoln Financial Advisors, UniWyo Credit Union, and Reliant Federal Credit Union. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Virginia M

Series 66

Casper, WY

OSAIC

Virginia Moss is a financial advisor at OSAIC with 12 years of industry experience, including 11 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory work, she serves as the board treasurer for the Wyoming Rescue Mission, a local nonprofit organization. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to construct portfolios that may include a variety of investment vehicles managed on either a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Amanda B

Series 66

Casper, WY

OSAIC

Amanda Branon is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 15 years. Outside of advising, she owns and manages KELD LLC, an entity formed to handle her business expenses and operations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios, using proprietary asset-allocation tools and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kathy S

Series 63

Casper, WY

OSAIC

Kathy Sasser is a financial advisor with Osaic, holding a Series 63 designation and 42 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 23 years before joining Osaic in 2025. Outside of her advisory role, she owns an LLC that manages a building leased by a wealth management firm in Casper, Wyoming. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed account services using firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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