Amanda Miller is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and also owns Raven Advisory Partners, an LLC focused on coaching professionals and business owners in marketing, strategy, and personal development. Prior to joining OSAIC, she was involved with Raven Consulting & Coaching for several years and worked at the Missoula Taekwondo Center. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Kevin Bateman is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2015 to 2018. Bateman is president of Taurus Wealth Management, where he provides investment-related services. 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. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment types.

Robert Braun is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Osaic since 2018 following a three-year tenure at Signator Investors, Inc. Braun is also involved in sales and marketing of securities and investment advisory products through Taurus Wealth Management LLC and markets fixed annuities and non-variable insurance via his sole proprietorship. Osaic Wealth, Inc. serves a broad range 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 and third-party managers to construct diversified portfolios tailored to client needs.

Dale Baldwin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2018, following a three-year tenure at Signator Investors, Inc. Baldwin also managed Homestead Orchards Inc. for 38 years. Outside of his advisory roles, he serves as a notary public providing services without charge. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.