Michael Popil is a CFP® with 15 years of industry experience. He is currently with OSAIC and previously worked at Securities America Advisors, Inc. and Securities America Inc. He is a 5% owner of Queen City Capital Management, LLC and volunteers as a youth sports coach. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for advisor-managed strategies and third-party managers.

Charles Rowland III is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors and ROI DNA. Outside of advising, he is also licensed as an insurance agent, involved in researching and recommending insurance products. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes model-based asset allocation and portfolio optimization to implement discretionary and advisor-managed strategies across diverse client segments.

Neil Bourgeois is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 15 years each, and Brecek & Young Advisors, Inc. for 8 years. Outside of his advisory role, he is a 5% owner and solicitor of Queen City Capital Management LLC and has worked as an insurance agent specializing in insurance and fixed annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services utilizing a model-based investment process centered on asset allocation and portfolio optimization, supported by a complex affiliate network and significant scale.

Anders Juel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent 15 years with Securities America, Inc. Juel serves as a board member of the Clermont Metropolitan Housing Authority and is treasurer of the Faul Lane Homeowners Association. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Mason Alexander is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC since 2024. Prior to this, he worked at Securities America Advisors, Inc. and Securities Service Network, accumulating nearly two decades of experience. He volunteers at a local anti-poverty center in Cincinnati, providing classes to support the community. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a range of investment strategies and third-party manager options.

Jeffrey Walkup is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory work, Walkup teaches AcroYoga classes in the Cincinnati community. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides various managed account programs, integrating a complex affiliate network and alternative investment options.

Charles Hais Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. He is also CEO and a solicitor of Queen City Capital Management LLC, a registered investment advisory firm. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach features model-based asset allocation and portfolio optimization supported by risk assessment and rebalancing tools.

Beth Hodges is a financial advisor at Osaic with 23 years of industry experience. She holds a Series 63 designation and previously worked at Securities America Advisors and Securities America, Inc. from 2009 to 2024. Hodges is a passive owner of Queen City Capital Management, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Christopher Hais is a financial advisor with OSAIC in Cincinnati, Ohio, holding a Series 66 designation and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. from 2014 to 2024. Outside of his advisory role, Hais volunteers as a coach for Special Olympics Hamilton County, coaching soccer and skiing teams. 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 model-based portfolio management. The firm is notable for its scale, complex affiliate network, and range of investment and lending programs.

Charles Hais is a financial advisor at Osaic Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and in manufacturing roles at Advics Manufacturing Ohio and Toyota Boshoku America. Outside of his advisory role, he is involved in a general partnership that sells life insurance and Medicare supplements. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting discretionary strategies, client restrictions, and third-party investment managers.