Paul Miller is a financial advisor with OSAIC, holding a Series 63 designation and bringing 33 years of industry experience. His work history includes positions at Royal Alliance Associates, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, Wrp Investments, and Cetera Investment Services. He is a board member of the Tawasi Men's Lunch Group, which organizes discussions on potential speakers and activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs. The firm’s investment approach involves model-based asset allocation, portfolio optimization, and a range of managed account options supported by various tools and third-party platforms.

Andrew Raucci Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, Ingram and Raucci Insurance and Financial Advisors/TermQuote, and Wrp Investments. He is the owner of the TermQuote and CareQuote trademarks and serves as CEO of Ingram & Raucci Insurance and Financial Advisors. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a variety of portfolio management programs and is notable for its scale, complex affiliate network, and integrated platform offerings.

John Schmidt is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for six years before joining Osaic in 2017. Outside of his advisory work, he acts as an agent for fixed insurance and long-term care policies through Clearview Wealth Management. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.