Charles Dekrafft II is a financial advisor with OSAIC in Charlotte, NC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 32 years prior to joining OSAIC in 2025. Dekrafft is also involved in insurance-related activities, including offering fixed and indexed annuities and other insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, and it is notable for its scale, complex affiliate network, and recent consolidation activity.

Brian Koehl is a financial advisor at Osaic Wealth with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Lincoln Financial Advisors and Sunamerica Capital Services. Outside of his advisory role, he is an insurance agent specializing in fixed annuities and owns an LLC focused on financial planning. Osaic Wealth serves both retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of client-directed investment strategies.