Donald Johnson Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 29 years at Fsc Securities Corporation. Outside of advisory work, he is involved in marketing annuities through his insurance agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports multiple account types through an extensive multi-advisor platform.

Scott Shepherd is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 31 years. Outside of his advisory role, he is also licensed as an insurance agent involved in selling fixed annuities and life insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it supports a variety of managed account strategies alongside third-party managers and proprietary models.