Eric McMurdie is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for FSC Securities Corporation for 16 years before joining OSAIC in 2023. Outside of his advisory role, he is Vice President of The McMurdie Group Inc. and owns an insurance business assisting clients with life, disability, and long-term care coverage. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed-account platforms using a combination of proprietary asset-allocation tools and third-party solutions.

William Shea is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® and ChFC® designations and was previously with FSC Securities Corporation for 28 years. Shea also serves as president of a fixed and traditional insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

Robert Mefford is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Tate Financial Group and FSC Securities Corporation. Outside of advisory services, Mefford owns and operates a sole proprietorship analyzing and providing life insurance solutions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party managers across multiple advisory platforms.

Scott McMurdie is a CFP® with 27 years of experience in the financial services industry. He has been with Osaic since 2023 and previously worked for FSC Securities Corporation for 18 years. He serves on the boards of the Garland ISD Education Foundation and the Sachse Economic Development Corporation, both nonprofit organizations. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients and offers integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

John Pesano is a financial advisor with Osaic Wealth, Inc. based in Richardson, TX, holding a Series 66 designation and 19 years of industry experience. He previously worked at FSC Securities Corp for nine years before joining Osaic in 2023. Outside of his advisory role, he is president of Online Elevation LLC, a company specializing in B2B sales of website optimization, online marketing, and reputation management services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors with a broad range of investment and financial planning services. The firm offers integrated brokerage and advisory platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Suzanna Passey is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. She has previous work experience in education and client service roles, including positions at MG Retirement Advisors and school districts in Washington and Texas. She also serves as a client service specialist with The McMurdie Group, providing administrative support and marketing. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services with a variety of investment options and utilizes firm-provided tools for portfolio construction and management.

Taylor Shea is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 credential and has worked previously at FSC Securities Corporation for nine years before joining OSAIC in 2023. In addition to his advisory role, Shea owns Fore Culture, a retail sales business. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms to meet the needs of individual investors, institutions, and charitable organizations.

Nicole Hamburg is a Series 66-licensed advisor with 11 years of industry experience, currently affiliated with OSAIC since 2023. She previously worked at FSC Securities Corporation for nine years. Outside of advisory work, Hamburg holds a vice president position focused on fixed and traditional insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client risk tolerance.