Joshua Gilliam is a financial advisor with Osaic Wealth, Inc. based in Louisville, KY, holding a Series 63 designation and 28 years of industry experience. He spent 20 years at Securities America Advisors, Inc. and Securities America, Inc. before joining Osaic in 2024. Gilliam is the creator and owner of FI Life Framework, a digital platform designed to enhance client communication and financial planning. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes a range of investment tools and third-party services to offer integrated brokerage, financial planning, and asset management solutions.

Stephen Watkins is a financial advisor with OSAIC in Louisville, KY, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America, Inc., and has been self-employed since 2017. He also engages in fixed insurance sales through Gilliam Mease Advisors LLC as part of his overall financial planning services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Marcus Norton is a financial advisor with OSAIC and holds a Series 66 designation. He has 19 years of industry experience, including long-term roles at Gilliam, Mease & Associates and Securities America. Outside of his advisory work, Norton is a flight instructor based in Louisville, KY, providing training to aspiring and current pilots. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Meagan Audas is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and previously worked at Gilliam Mease Advisors for four years. Prior to her advisory career, she served with the Louisville Metro Police Department for nine years. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Benjamin Hoehler is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He currently works at OSAIC and has previously been affiliated with Securities America Advisors and Securities America Inc. Outside of his advisory role, he serves on the boards of several nonprofits, including Seed to Oaks, Portland Christian School, and Sojourn East, contributing to community and church organizations in Louisville, KY. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to create portfolios across multiple asset classes, managed on discretionary or non-discretionary terms.

Michael Melloy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Ricoh. He also operates Melloy Group Financial Coaching, which he has run since 2019. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a broad range of brokerage and advisory services through an extensive network of affiliated advisors and platforms.