Donald Roork is a financial advisor at OSAIC with 53 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. He previously worked at FSC Securities Corporation for 43 years and Asset Dynamics, Inc. for 30 years. Outside of his advisory work, Roork serves on the finance committee and as Vice Chair of the Deacon Board at Calvary Assembly of God, and he is involved in various nonprofit and faith-based initiatives including biblical counseling and Christian financial education through writing and speaking. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as financial planning, managed portfolios, retirement plan consulting, and third-party money management. The firm emphasizes model-based asset allocation and portfolio optimization through a multi-advisor platform supported by risk assessment tools and a broad range of investment options.

Brenda Kennedy is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with OSAIC and has previously worked at Asset Dynamics and FSC Securities Corporation. Outside of finance, she assists with bookkeeping and payroll duties at an industrial repair and manufacturing business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of advisory and brokerage services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools.