Amanda Unger is a financial advisor at Osaic Wealth with eight years of industry experience and holds a Series 66 designation. She has previously worked at Sagepoint Financial, Inc., Endersbe, Herron, and Associates, and Midwest Professional Planners, Ltd. Unger is also a licensed notary public. Osaic Wealth serves a broad range of retail and institutional clients, including high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers comprehensive financial planning and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

John Herron is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years and was self-employed for nine years. Herron is president of Endersbe, Herron & Associates LLC, which supports his financial advisory business. 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 and emphasizes model-based asset allocation and portfolio optimization.

Oliver Kelsey is a CFP® professional with five years of industry experience, currently serving at OSAIC. He has worked at Signature Wealth Management and Sagepoint Financial, among other firms. In addition to his advisory role, he provides tax planning and consulting services as a CPA and is involved in fixed insurance sales. He also serves as a deacon of finance for a nonprofit church, overseeing financial decisions and budget planning. OSAIC serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account programs and retirement plan consulting.