Michael Otoole is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Moors Cabot Inc, Robinhood Markets, Inc., and University of Arizona Residence Life. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Kevin Kuehn is a financial advisor with OSAIC in Eagle, Idaho, holding a Series 66 designation and 21 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 18 years. Outside of advising, he is an insurance agent selling fixed life and disability insurance, as well as fixed and indexed annuities, and he also sells miscellaneous items, including sports cards, on eBay. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.