Stephen Sturkie is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Stratos Wealth Partners and LPL Financial. He is president of The Sturkie Wealth Management Group, an S Corp focused on securities, and is also involved in fixed annuity purchases for clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Josip Dunat is a CFP® professional affiliated with Osaic Wealth, Inc. He has 10 years of experience in the financial services industry, with previous roles at Merrill and LPL Financial. Dunat also serves as president of Dunat Wealth Management, a non-client-facing entity he uses for business expense management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Brett Swisher is a CFP® professional with five years of industry experience, currently serving at OSAIC since 2025. His prior experience includes roles at WayForward, The Vanguard Group, TD Bank, and Stratos Wealth Partners. He is also involved with The Sturkie Wealth Management Group as a financial advisor specializing in financial planning. OSAIC Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services using firm-based tools and third-party platforms to create diversified investment portfolios with discretionary and non-discretionary management options.