Dale McCormick is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024. Prior to that, he was with Securities America Advisors and SSN Advisory, Inc. Additionally, he has been involved as an agent for fixed annuity and life insurance products since 1995. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Mackenzie Carlson is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. Prior to joining OSAIC, Carlson worked at Ladenburg Thalmann & Co. Inc. and KPMG. Outside of advising, Carlson holds an administrative role with SISU Financial, assisting with paperwork, CRM, and business submissions. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage a wide range of investment portfolios.

William Nolan is a financial advisor at OSAIC with 45 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining OSAIC in 2024, Nolan worked for American Portfolios Financial Services, Inc. for 18 years. He serves as a co-trustee of the Jay L Manas Residual Trust, a role unrelated to securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by a range of asset-allocation tools and third-party platforms, managing accounts with various investment strategies on both discretionary and non-discretionary bases.

Mary Morse is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. She has worked at OSAIC since 2024 and was previously with American Portfolios Financial Services, Inc. for 11 years. Morse has also maintained a longstanding role at Guardian Life Insurance Company since 1992. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and advisory services through multiple platforms and employs various portfolio construction tools, offering both discretionary and non-discretionary account management options.

Scot Smith is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Osaic and has held roles at Valucare Insurance Services and SagePoint Financial since 2012. Smith also serves as co-trustee of an irrevocable family trust. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing systematic portfolio construction tools and offering access to third-party money managers and managed-account solutions.