K. Smith is a financial advisor at Osaic with 43 years of industry experience and holds a Series 63 license. Prior to joining Osaic in 2024, Smith spent nearly three decades with Securities America Advisors, Inc., beginning in 1995. Outside of advisory work, Smith owns Capital Financial Services, a tax preparation, tax planning, and insurance business. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kyle Smith is a financial advisor at Osaic Wealth, Inc. based in Sacramento, CA, holding a Series 66 license with two years of industry experience. He has previously worked at Securities America, Inc., CFS Wealth Advisors, LLC, and CliftonLarsonAllen. In addition to his advisory work, Kyle provides term life insurance and fixed annuities as a licensed life insurance agent and offers tax preparation and planning services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.