Michael Head is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he owns and operates an insurance agency offering health insurance, group benefits, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing across a range of investment vehicles.

Daniel Osborne is a financial advisor with OSAIC based in Cincinnati, OH, holding a Series 63 credential and 34 years of industry experience. He has worked with Fortis Investors, Inc. and Midwest Financial Group (Investacorp) since 1997. Outside of advisory work, he is involved in the sale and service of term life insurance through a sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes with both discretionary and non-discretionary options.