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Zachary K

Series 66

Piedmont, SC

OSAIC

Zachary Kirkwood is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of his advisory work, he is an educational speaker presenting non-product specific financial well-being topics under the business My Secure Advantage. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mason C

Series 66

Piedmont, SC

OSAIC

Mason Carver is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Sanders Wealth Management, and Elliott Davis. Outside of advisory work, he participates as an educational speaker delivering non-product specific financial well-being presentations through My Secure Advantage. Osaic Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various securities and investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Suzanne E

Series 66

Piedmont, SC

OSAIC

Suzanne Ellis is a financial advisor at Osaic Wealth Inc with 16 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Ellis is also the Executive Operations Director for Sanders Wealth Management, where she serves as a registered assistant. Osaic Wealth Inc serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nathan S

CFP®, Series 63, Series 65

Piedmont, SC

OSAIC

Nathan Sanders is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Sanders is also president of Sanders Wealth Management and has been involved in the modeling and talent agency business for ten years. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to support portfolio management across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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