Joseph Schoenhardt is a financial professional at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent over 20 years at Securities America Advisors, Inc. and Securities America, Inc. Schoenhardt is also involved in the insurance business as an agent, focusing on property, casualty, and medical insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple platforms to construct portfolios that include a variety of asset types and management options.

Justin Schoenhardt is a financial professional at OSAIC with two years of industry experience. He holds a Series 66 designation and began his career at Securities America Inc before joining OSAIC. His background includes positions outside the financial industry, such as roles at College of DuPage and various service-oriented jobs. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisors and multiple advisory platforms. The firm provides a range of integrated financial services and employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Patrick Cronin is a financial professional with the Series 66 designation and two years of industry experience. He currently works at Osaic and previously held roles at Securities America, Inc. and Francescas Intimo. He is also associated with Infinity Financial Concepts, Inc. as a financial professional. Osaic Wealth, Inc. serves a diverse client base including retail, high-net-worth, pension, and corporate investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using various tools and third-party managers to construct portfolios across a broad range of assets.