Kelli Newman is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Her work history includes roles at Alliance Financial Planning, Commonwealth Financial Network, and LPL Financial. She is also co-owner of New Era Insurance, LLC, an insurance business outside of her advisory role. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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.