Kevin Emerson is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 22 years before joining OSAIC in 2024. Outside of his advisory role, he provides term insurance and fixed annuity quotes where appropriate for clients as an insurance agent. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering comprehensive financial planning, advisory, and brokerage services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Eric Schmidt is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial and Edward Jones. In addition to his advisory role, he operates a sole proprietorship focused on the sale and servicing of fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm emphasizes model-based asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a comprehensive multi-advisor platform.

Keith Klueter is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 22 years. Outside of his advisory role, he offers term, fixed, and universal life insurance products through a sole proprietorship and is involved as a registered representative with CSE Strategy Partners, an insurance agency. Osaic Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, including financial planning, portfolio management, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and offers access to alternative investments through third-party platforms.

Joseph Mccarthy III is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. and Edward Jones. Outside of his advisory role, he participates in a marketing strategy group for financial advisors and serves on the finance committee of Sacred Heart Catholic Church. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and a range of investment strategies supported by advanced tools and third-party managers.

Daniel Velcheck is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Osaic, he worked at Primerica Advisors and Primerica Financial Services. In addition to his advisory role, he serves as a CPA at Peak Audit & Accounting LLC, where he performs accounting, tax preparation, and audit services. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and a broad selection of investment and lending products.

Matthew Johnson is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Fortis Investors, Inc. since 2001 and joined Osaic in 2024. Outside of his advisory role, he serves as treasurer and board member for the nonprofit New Melle Sports and Recreation. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and various management strategies.

Travis Mcgrew is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 18 years. His other business activities include involvement with CSE Strategy Partners, where he helps advertise, host client events, and generate products. OSAIC 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’s investment approach emphasizes model-based asset allocation and portfolio optimization using tools such as risk-tolerance questionnaires and efficient frontier analysis.