Brady Creel is a financial advisor at OSAIC with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside his advisory work, Creel owns Southern Express Financial Group, a sole proprietorship selling life, health, and long-term care insurance, and serves as President and CEO of Creel Financial Services, which focuses on fixed insurance client acquisition and servicing. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and financial planning through a large network of advisors and multiple platforms. The firm employs a range of asset-allocation tools and investment strategies across various securities and supports both discretionary and non-discretionary portfolio management.

Mark Schlafer is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Fortis Investors, Inc. since 1992 and has been affiliated with Indiana University since 1987. In addition to his advisory roles, Schlafer is involved in selling traditional insurance through Schwlafer Wealth Management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.