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Jonathan T
Series 66
El Dorado, KS
OSAIC
Jonathan Twidwell is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services Inc. for 10 years. Twidwell serves on the boards of Inclusion Connections, a nonprofit focused on opportunities for individuals with disabilities, and the Entrepreneurs' Organization of Kansas City. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and supports a variety of investment strategies, managing accounts on both discretionary and non-discretionary bases.
Tyler D
Series 66
El Dorado, KS
OSAIC
Tyler Davidson is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services for 10 years. In addition to his advisory role, he is involved with Cornerstone Wealth Management and Cornerstone Companies as a licensed insurance agent, focusing on property casualty, life, health, disability, long-term care, and critical illness insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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