Jordan Urshan is a CFP® professional with 16 years of industry experience. He has been with OSAIC since 2024 and previously worked for Securities America Inc and Securities America Advisors from 2010 to 2024. Outside of advising, he acts as an agent for fixed insurance products through Urshan Retirement Group, Inc., and serves as a notary public. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Daniel Urshan is a financial advisor at OSAIC with 40 years of industry experience. He has previously worked at Securities America, Inc. and Securities America Advisors, Inc., and has operated Urshan Retirement Group, Inc. since 2007. Outside of advising, he is the author of a children's book titled "Where's Duke?". Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various portfolio management options, leveraging asset-allocation tools and third-party platforms.

Anna Graves is a financial advisor at OSAIC with 9 years of industry experience. She holds the Series 66 designation and has previously worked at Securities America, Inc. for 8 years. Outside of her advisory role, she is a licensed life insurance agent and a notary public. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios across various investment vehicles.