William Reed is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he is the owner and president of Reed Financial Services, a sole proprietorship involved in the sale of life, LTC, health, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, advisory, and planning services. The firm employs asset-allocation tools and a variety of investment options, managing accounts on discretionary or non-discretionary bases.

Zachary Parker is a CFP® professional with 25 years of industry experience, currently affiliated with Osaic. He previously worked with Securities America Advisors, Inc. for 18 years and has operated his own consulting business since 2010. Parker also instructs CFP courses at Oakland University and participates in competitive bowling tournaments. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to multiple investment platforms, managing accounts on both discretionary and non-discretionary bases.