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John B

CFP®, Series 63, Series 65

Chesterfield, MO

OSAIC

John Baker is a CFP® with 36 years of experience in the financial services industry. He is currently with Osaic Wealth, Inc., having previously operated his own practice and worked at Royal Alliance Associates, Inc. for an extended period. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and program options.

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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Caspar U

ChFC®, Series 63, Series 65

Chesterfield, MO

OSAIC

Caspar Unterreiner is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at OSAIC since 1995, as well as Financial Legacy Associates, LLC since 1998. In addition to his advisory work, he operates a sole proprietorship focused on analyzing, recommending, and selling life and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

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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Stephen M

Series 63, Series 65

Chesterfield, MO

OSAIC

Stephen Mueller is a financial advisor at Osaic Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities Inc, Ohio National Financial Services, and The O.N. Equity Sales Company. Outside of his advisory role, he is involved with a family-owned rental property operated as a short-term Airbnb and VRBO rental. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and platforms, offering services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios that include various investment vehicles, managed on discretionary or non-discretionary bases.

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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Anthony C

CFP®, Series 66

Chesterfield, MO

OSAIC

Anthony Culella is a financial advisor with OSAIC based in Chesterfield, MO, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. In addition to his advisory role, he provides notary services to clients free of charge. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

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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Gail F

CFP®, Series 63, Series 66

Chesterfield, MO

OSAIC

Gail Fernandez is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC. She has held roles with Loren Lumpe, Royal Alliance Associates, and Edward J Liberty, CFP. Outside of her advisory work, she owns a tax preparation service and serves as a compliance manager for Financial Legacy Associates, an insurance agency offering products to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through an extensive network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm-provided tools and access to third-party managed account 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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Christopher M

Series 63, Series 65

Chesterfield, MO

OSAIC

Christopher Myers is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with firms including The ON Equity Sales Company and Ohio National Life Insurance. He is also involved in providing life insurance and annuities through a related firm. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing advanced asset-allocation tools and supports various investment platforms 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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Salvatore C

ChFC®, Series 63

Chesterfield, MO

OSAIC

Salvatore Culella is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Royal Alliance Associates, Inc. since 1997 and at Manufacturers Life Insurance Company since 1985. He is also involved in selling term life insurance through a sole proprietorship and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various 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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Daniel S

Series 63, Series 66

Chesterfield, MO

OSAIC

Daniel Shelley is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2005. Outside of his advisory role, he is the owner of Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing a broad range of integrated brokerage and advisory services supported by multiple platforms and third-party money 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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Peter D

Series 63, Series 65

Chesterfield, MO

OSAIC

Peter Deluca is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with OSAIC since 1995 and has also been involved with Financial Legacy Associates, LLC since 2003. Outside of finance, he is a musician, operating a sole proprietorship since 1986. OSAIC serves a broad range of clients including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisors. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers to construct diversified 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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