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Joseph R

Series 63, Series 65

Rockford, IL

OSAIC

Joseph Reynolds is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp and Securities America. In addition to his advisory role, he is an insurance agent offering insurance-related products under the DBA Financial Designs. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios 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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Simeon H

Series 66

Rockford, IL

OSAIC

Simeon Hanson is a financial advisor at Osaic Wealth Inc. with a Series 66 credential and one year of industry experience. His prior work includes roles at R.W. Baird, ABC Supply, ForeverLawn Chicago, and self-employment. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party money managers to construct diversified portfolios and supports various managed-account solutions and legacy platform transitions.

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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Gary L

CFP®, Series 63, Series 66

Rockford, IL

OSAIC

Gary Love is a CFP® professional with 28 years of industry experience. He is currently affiliated with Osaic Wealth and has also worked with Robert W. Baird & Co. Inc. for over 16 years. In addition to his advisory work, he serves on the Investment and Finance Committee of Rockford Christian Church. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple 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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