Lloyd Neubauer Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 23 years at Signator Investors, Inc. Neubauer also operates a sole proprietorship focused on the sales and marketing of fixed and non-variable annuities. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Daniel Wohlenhaus is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Sii, and The Ranch House Senior Living Community. Outside of his advisory role, he operates a sole proprietorship focused on the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios, providing both discretionary and non-discretionary account options.

Staci Streich is a financial advisor with Osaic Wealth, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and 21 years of industry experience. She worked at John Hancock from 2004 to 2018 before joining Osaic in 2018. Outside of her advisory role, she serves on the finance council of St. Gabriel Catholic Church and has written a song that is being produced and released. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Nicholas Morreale is a financial advisor at Osaic with a Series 66 designation. He joined Osaic in 2026 and has prior experience in a variety of industries including roles at Elevate Parking, The Brass Onion Restaurant, Nicklaus Golf Club at Lionsgate, Mystique Sound Solutions, and the San Francisco Giants. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, with a complex corporate structure involving multiple mergers and private-equity ownership.

Derek Neubauer is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked at Royal Alliance since 2020 and has experience at several other firms and roles prior to that. Neubauer is also involved as an advisor with Vantage Pointe Financial Group, an LLC engaged in sales of securities and insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.