Pierre Badertscher is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc. Badertscher is a co-owner of SECURITY FINANCIAL Inc., an S-corp involved in the sale and distribution of insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

Brooke Willis is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, GEHA, Inc., State Street Corporation, and Keen Wealth Advisors. Willis also serves as a registered representative at Willis Financial Solutions, where she supports branch activities and sells fixed life insurance and annuities. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage portfolios across various asset classes.

Katherine Badertscher is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc., with 3 and 13 years of experience at each firm respectively. Outside of her advisory role, she provides consulting focused on divorce transition through her work with Security Financial, Inc. and is involved with collaborative divorce organizations in the Kansas City area. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services along with financial planning and managed accounts. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms, including third-party money managers and wrap programs.