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 Advisors, Inc., SECURITIES AMERICA, Inc., Securities Service Network, Inc., and Signator Investors, Inc. Outside of his advisory role, Arnold is involved in term life insurance sales through Millenia Investments. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Jordan Lamantia is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors and Millenia Investments, where he supports lead advisors as an associate advisor. Prior to his financial career, Lamantia operated his own lawn care business for five years. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money managers.

Patrick Oreilly is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at LPL Financial LLC, O'REILLY LLC (formerly MIKE O'REILLY LLC), Securities Service Network, U.S. Bancorp Investments, and First Allied Advisory Services. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by multiple program options and third-party manager access.

Ries Moredock is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he held roles at Securities America Advisors, Securities America, Inc., and Millenia Investments LLC. Outside of his advisory work, he has a background involving positions at Soccer Master and Truman State University. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and offering both discretionary and advisor-managed strategies.

Zachary Judson is a financial advisor with Osaic Wealth Inc holding a Series 66 designation. He has one year of industry experience and a diverse background including roles at Northwestern Mutual, Panda Express, and University of Missouri-St. Louis. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and recent consolidation activity.

Samantha Estrada is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, following previous roles at Securities America, Inc. and Millenia Investments LLC. Prior to her advisory career, she was employed at Ameristar Casino for two years. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by proprietary tools and third-party managers.