Daniel Nagy is a Series 66-registered advisor with over seven years of experience, currently affiliated with OSAIC. He has held roles at Securities America Advisors and Securities America, Inc., and he is a principal at Foresight Financial Planners, Inc., an insurance brokerage firm he has been involved with since 2003. Outside of his advisory work, Nagy serves as President of the VFW Auxiliary Post 1046, a nonprofit organization supporting veterans and their families. 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’s investment approach centers on model-based asset allocation and portfolio optimization, providing a range of managed portfolio options, third-party manager programs, and retirement plan consulting.

Kimball Obeng is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has been with OSAIC since 2025. Outside of advising, he has been involved with Emergency Dental Care USA since 2016. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

David Nagy is a financial advisor with OSAIC based in Davenport, FL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Securities America Advisors, Inc. and Foresight Financial Planning, where he serves as president overseeing insurance sales, including life, long-term care, disability, dental, and Medicare products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports individual investors, retirement plans, charities, and corporate clients through various programs and affiliated broker-dealer and RIA relationships.

Charles Houle is a financial advisor with Osaic and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including 11 years at Signator Investors, Inc. and over seven years at Royal Alliance Associates, Inc. His current affiliation is based in Davenport, Florida. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, with options for discretionary management and third-party managers, and is notable for its scale, complex affiliate network, and recent consolidation activity.