Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Outside of his advisory role, Arnold is involved in life insurance sales and application processing through Millenia Investments. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jordan Lamantia is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. He has worked at Securities America Advisors and Millenia Investments, LLC, where he serves as an associate advisor supporting lead advisors. Lamantia has a background that includes roles outside of finance, such as managing his own lawn care business for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Patrick Oreilly is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and other firms. Oreilly has maintained investment-related business entities including an agency selling life and health insurance. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by firm-provided tools, and it utilizes a complex platform structure with multiple mergers and third-party arrangements.

Ries Moredock is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. He has held prior roles at Securities America Advisors, Securities America, Inc., and Millenia Investments LLC. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers and managed accounts.

Zachary Judson is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Northwestern Mutual, Panda Express, and other organizations across various sectors. He has also been associated with academic institutions such as the University of Missouri-St. Louis and William Woods University. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and model portfolios that include a range of investment products managed on discretionary or non-discretionary bases.

Samantha Estrada is a Series 66-licensed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held positions at Securities America, Inc. and Millenia Investments LLC. Prior to her financial career, she spent two years at Ameristar Casino. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing both brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and offers access to third-party money managers and managed account solutions.