Michael Cudlipp is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and United Planners' Financial Services. Outside of advisory work, he is president of MC Charters, Inc., a fishing charter business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary accounts.

Mariah Cudlipp Gant is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Sagepoint Financial, Inc. and United Planners Financial Services of America. Gant is also president of MEC Financial Services, Inc., a fixed insurance firm, and maintains ownership of an independent insurance business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include a wide range of investment products.

James Schultz Jr. is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked for American Portfolios Financial Services for 14 years before joining OSAIC in 2024. Outside of advising, he is a member of Wealth Strategies Group, LLC, which is involved in insurance sales. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various tools and third-party platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments, managing accounts on discretionary or non-discretionary bases.

Daniel Kress is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Royal Alliance Associates, Inc. since 2018, following a 30-year tenure at Signator Investors, Inc. He is involved in Kress Financial Services, which engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and provides access to third-party money managers and unified managed accounts.

Douglas Marlow is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked with Central Financial Group and Ameritas Investment Corp and is currently president and CEO of MarlowCorp, a holding company. Outside of advisory activities, he serves as a managing partner and officer in multiple real estate LLCs that hold commercial properties rented to Central Financial Group. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various investment types and supports multiple third-party platforms and programs.