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Mark G
Series 63, Series 65
Overland Park, KS
OSAIC
Mark Glass is a financial advisor with Osaic Wealth, Inc. based in Overland Park, Kansas, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior experience includes positions at Cetera Advisors LLC, Voya Financial Advisors, Inc., and Directed Services LLC. Outside of his role at Osaic, he is managing partner of Cohen Financial Services, a financial services firm providing both commission-based and advisory investment services. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, institutions, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and employs advanced asset-allocation tools and third-party platforms to construct and manage client portfolios.
Samuel G
Series 66
Overland Park, KS
OSAIC
Samuel Glass is a financial advisor with OSAIC based in Overland Park, KS. He holds a Series 66 designation and has professional experience across several firms since 2021. Outside of finance, his background includes roles in the beverage industry, soccer clubs, and university settings. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.
Jason S
Series 63, Series 65
Overland Park, KS
OSAIC
Jason Stewart is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Cetera Advisors LLC, and The Financial Services Resource Group. Outside of his advisory role, he is also involved in lifestyle and commercial modeling. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios.
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