Kristine Buchband is a financial advisor at OSAIC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank and FSC Securities Corp. She also operates a sole proprietorship as an insurance agent offering potential life insurance and fixed annuity sales to existing clients. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Gregory Merkle is a financial advisor at OSAIC with 37 years of industry experience and holds a Series 63 designation. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves on several nonprofit boards, including as president of The Iroquois Foundation, and holds positions such as a licensed ordained minister and local planning board statutory agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various managed account programs and third-party managers.

James Willson is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked at firms including FSC Securities and Raymond James Financial Services Advisors, INC. Willson is also a licensed life insurance agent. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment strategies and client types.

Jeffrey Vanremmen is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. He is also a sole proprietor insurance agent involved in life insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and various managed account strategies.

Kent Hilton is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SPC and Sigma Financial Corporation for 15 years each. Outside of advising, he volunteers with the Rotary Club of Hamburg and assists a local manufacturer with trade show preparations. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk assessments and rebalancing tools.