Tina Montoya is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes over a decade at Sagepoint Financial and experience with Securities America Advisors. Outside of her advisory role, she owns a sole proprietorship under KJP Wealth Management and is involved in research and recommendations related to insurance products tied to financial planning. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm utilizes comprehensive investment tools and multiple advisory platforms to construct portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kaitlyn Van Zee is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic, she worked at Securities America Advisors and Securities America, Inc. from 2011 through 2024. She also engages in offering insurance products when appropriate through KJP Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and diversified investment portfolios across multiple advisory platforms.