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. Outside of his advisory role, he is the Vice President of The McMurdie Group Inc. and operates a sole proprietorship assisting clients with life, disability, and long-term care insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk tolerance assessments and rebalancing tools.

William Shea is a CFP® and ChFC® with 31 years of industry experience. He is currently with OSAIC and was previously with FSC Securities Corporation for 28 years. Outside of his advisory role, he is president of a fixed and traditional insurance business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers brokerage and advisory services with a model-based investment approach emphasizing portfolio optimization and risk management.

Robert Mefford is a financial advisor with OSAIC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Tate Financial Group and FSC Securities Corporation, among others. Outside of advising, he owns Mefford Investments LLC and operates a sole proprietorship focused on insurance needs analysis and life insurance sales. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth, retirement plans, charities, and corporate clients, offering a broad range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization tools, supporting multiple investment strategies and third-party manager selections.

Scott McMurdie is a CFP® professional with 27 years of industry experience, currently with OSAIC since 2023. He previously worked at FSC Securities Corporation for 18 years and Osaic FA, Inc. for four years. Outside of his advisory role, McMurdie serves on the boards of the Garland ISD Education Foundation and the City of Sachse Economic Development Corporation, and he provides notary services and insurance procurement assistance as a sole proprietor. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology tools, while its scale and complex affiliate network mark its presence in the industry.

John Pesano is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, AllianceBernstein L.P., and Fsc Securities Corp. Outside of his advisory role, Pesano is president of Online Elevation, an LLC focused on B2B sales of website optimization and online marketing services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.

Suzanna Passey is a financial advisor at OSAIC in Richardson, TX, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at MG Retirement Advisors and client service support at The McMurdie Group. OSAIC serves a wide range of clients including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Taylor Shea is a financial advisor at OSAIC with 12 years of industry experience, including nine years at FSC Securities Corporation prior to joining OSAIC in 2023. He holds a Series 66 designation. Outside of his advisory role, Shea owns Fore Culture, a retail sales business structured as an LLC. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm offers a range of brokerage and advisory services, using model-based asset allocation, portfolio optimization tools, and discretionary as well as third-party-managed investment strategies.

Nicole Hamburg is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at OSAIC since 2023 and previously spent nine years at FSC Securities Corporation. Outside of advising, she holds a vice president position involving fixed and traditional insurance sales and is also commissioned as a notary. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm employs a model-based investment process with portfolio optimization tools and manages assets through discretionary and advisor-managed strategies, third-party managers, and proprietary models.