Meghan Cady is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at SAGEPOINT FINANCIAL, Creative Planning Strategies, Delaware Life Insurance, OneAmerica Securities, and American United Life. Her other business activities include managing financial services for two DBAs involved in marketing and back-office trade support. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary management.

Warren Steinborn is a financial advisor at OSAIC with 54 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following eight years at Sagepoint Financial, Inc. Steinborn has operated his own firms since 1968 and holds leadership roles in multiple entities focused on fixed insurance products and retirement income planning. He is also the founder and CEO of Maven Retirement Advisors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles, managed on discretionary or non-discretionary bases.

Dennis Wood is a financial advisor at Osaic with Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Sagepoint Financial, Inc. for eight years and has been involved with Warren Steinborn Associates since 1994. Outside advising, he also operates a sole proprietorship providing securities and advisory services along with insurance consulting and sales. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools, third-party money managers, and platforms to accommodate diverse client needs.