Samuel Watters Jr. is a Series 66 licensed advisor with 22 years of industry experience, currently with OSAIC since 2024 and previously with Burgoon Company since 2002. He is also involved in life insurance and fixed annuity sales through Watters Financial Group and holds part ownership in climate-controlled storage and U-Haul rental businesses operated by his wife. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Samuel Watters is a CFP®-credentialed financial advisor with 32 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services for 22 years. Watters serves as a board member for the nonprofit Paper for Water, attending quarterly meetings and participating in discussions. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.