Kylie Davis is an advisor at OSAIC with Series 63 and Series 65 designations. She has been with OSAIC since 2025 and has prior experience at Knepp Financial Group and other positions in education and hospitality. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Jason Davis is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Knepp Financial Group, LLC, and FSC Securities Corporation. Davis is also the owner of Knepp and Associates Tax Service, where he prepares clients’ tax returns during tax season while reviewing their accounts. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools and diversified investment options, managing accounts on both discretionary and non-discretionary bases.