Qureish Esmail is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for Woodbury Financial Services for 19 years. Esmail also operates under the DBA Esmail Financial Strategies, offering fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes a model-based investment approach with tools for asset allocation, portfolio optimization, and offers various managed account programs.

Mohammed Esmail is a CFP® and Series 66 licensed advisor with 21 years of industry experience. He has worked at Osaic since 2024 and previously spent 19 years at Woodbury Financial Services. Outside of his advisory work, Esmail serves as president of the District 44 Foundation, a nonprofit supporting the local school district, and holds leadership roles on both his subdivision’s and condo association boards. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, and is known for its scale, complex affiliate network, and private-equity ownership.