Gerald Oliver is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he owns an insurance agency and manages a life and health insurance commission business. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers a range of integrated brokerage, advisory, and managed account services, utilizing various asset-allocation tools and third-party platforms.

Michael Kiper is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities, LLC for 11 years. In addition to his advisory role, he operates Kiper Wealth Advisors, a sole proprietorship that sells various lines of insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to manage a wide range of investment portfolios on both discretionary and non-discretionary bases.

Lisa Lewis is a financial advisor at Osaic with 28 years of industry experience. She has held positions at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Lewis is licensed with Series 63, Series 65, and Series 66 designations. Outside of her advisory role, she is involved with legal services related to living trusts through Citadel Law Office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses a variety of portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Holly Kiper is a financial advisor with Osaic Wealth, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Parkland Securities, LLC since 2014 and owns Kiper Wealth Advisors, a sole proprietorship that provides insurance quotes and services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to create tailored portfolios across multiple asset classes.