Qureish Esmail is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Esmail holds a Series 63 designation and operates Esmail Financial Strategies, a fixed insurance products business offering term life, guaranteed universal life, indexed universal life, and long-term disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed accounts to construct portfolios across various asset classes.

Mohammed Esmail is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Osaic. He previously worked for Woodbury Financial Services for 19 years. Outside of his advisory role, Esmail is involved in community activities including serving as president of the District 44 Foundation, a nonprofit supporting local schools, and holds board positions with his condominium association and local homeowners association. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and offers portfolios with various investments, managed on discretionary or non-discretionary bases, and supports multiple third-party solutions and legacy platform transitions.