Kevin Emerson is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 designations and 24 years of industry experience. He worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Emerson also provides term insurance and fixed annuity quotes as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client preferences.

Eric Schmidt is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at SagePoint Financial since 2013, where he operates a sole proprietorship focused on the sale and servicing of fixed insurance products. Schmidt joined OSAIC in 2023. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports discretionary and non-discretionary portfolio management, including access to third-party money managers and alternative investments.

Keith Klueter is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial for 22 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a sole proprietorship offering term, fixed, and universal life insurance products and is involved with CSE Strategy Partners, an insurance agency that hosts client events and generates products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and managed-account solutions.

Joseph Mccarthy III is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services, Inc. for 12 years. Outside of his advisory role, he participates in a marketing-focused financial advisor group and serves on the finance committee of Sacred Heart Catholic Church. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a focus on diversified portfolios and multiple third-party management solutions.

Daniel Velcheck is a financial advisor with Osaic Wealth, Inc. based in Chesterfield, Missouri. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Osaic in 2024, he worked at Primerica Advisors and Primerica Financial Services, and he also maintains a CPA role providing accounting, tax preparation, and audit services through Peak Audit & Accounting LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations, offering brokerage and advisory services supported by firm-provided asset allocation tools, risk assessments, and automated rebalancing. The firm utilizes a range of investment vehicles and platforms to manage portfolios on either a discretionary or non-discretionary basis.

Matthew Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Fortis Investors, Inc. for 25 years before joining OSAIC in 2024. Johnson serves as a board member and treasurer for New Melle Sports and Recreation, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios using various asset types, managing accounts on discretionary or non-discretionary bases.

Travis Mcgrew is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Mcgrew holds Series 63 and Series 65 licenses. He is also involved with CSE Strategy Partners, a group focused on advertising, client events, and product generation. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers. The firm offers a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers, employing asset-allocation tools and risk assessments to construct tailored portfolios.