Kevin Wehn is a CFP® professional based in Davie, FL, with 29 years of industry experience. He has worked at OSAIC since 2024 and previously spent 18 years at Investacorp and four years at Securities America Advisors, Inc. Outside of advisory services, he is involved in life insurance sales and operates a small financial services business under the name Princeton Financial. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plans, charities, and corporate accounts through a multi-advisor platform. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, offering both discretionary and advisor-managed strategies across brokerage and advisory programs.

Frank Held is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Valic Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools, with access to discretionary strategies, third-party managers, and alternative investments.

David Knierim is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, and Valic Financial Advisors. He is also president of JTS Investment Strategies, Inc., an entity used for his securities business operations. OSAIC serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and a variety of investment programs.