Robert Bagby is a financial advisor with Osaic Wealth, Inc. based in Cedar Park, Texas. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial. He also manages a sole proprietorship focused on implementing insurance strategies as part of clients' estate or financial plans and is involved with a fee-based financial planning platform. 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. The firm offers integrated brokerage and advisory services with investment solutions that include automated portfolio construction and access to third-party managers.

Randall Klaus is a financial advisor at Osaic with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Osaic, he worked at Quest Software Inc. and Dell Technologies. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various investment types, delivered through a large network of affiliated advisers.