Kelli Newman is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. She has worked with firms including Alliance Financial Planning, Commonwealth Financial Network, and LPL Financial. In addition to her advisory role, she is co-owner of New Era Insurance, LLC, a private entity focused on insurance business. OSAIC serves a broad range of clients from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance analyses to construct portfolios that include a variety of asset types and supports both discretionary and non-discretionary account management.

Lucas Mc Avoy is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Alliance Financial Planning, Commonwealth Financial Network, LPL Financial LLC, and Edward Jones. He is also involved in fixed insurance sales as a secondary business activity. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services supported by various advanced portfolio construction tools and multiple advisory platforms.

Patricia Verhalen is a CFP® with 22 years of industry experience, currently affiliated with OSAIC. She has worked previously at LPL Financial, Commonwealth Financial Network, and runs Alliance Financial Planning, LLC. Verhalen is also involved with LegalShield, referring legal and identity theft services. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services supported by various advisory platforms and asset-allocation tools. The firm provides access to multiple investment options and third-party managed-account solutions.