Zachary Kirkwood is a financial advisor at Osaic with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Cetera and Sanders Wealth Management. Outside of his advisory duties, he is an educational speaker presenting non-product specific financial well-being topics through My Secure Advantage. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization across multiple platforms and investment strategies.

Mason Carver is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of advising, Carver is an educational speaker on financial well-being through My Secure Advantage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced analytical tools and manages a complex platform that includes multiple affiliated entities and private-equity ownership.

Suzanne Ellis is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Outside of her advisory role, she serves as Executive Operations Director for Sanders Wealth Management. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

Nathan Sanders is a CFP®-designated financial advisor with 29 years of industry experience. He currently works at Osaic and has previously held roles at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Sanders also has a decade of experience with Millie Lewis Models & Talent Agency and the Huffington Post. Osaic Wealth serves a broad mix of retail and institutional clients, offering comprehensive financial planning and investment management through a multi-advisor platform. The firm employs a model-based asset allocation process and supports a variety of brokerage and advisory services, catering to high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.