Daniel Gardner is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Osaic in 2023, he worked at Century Financial Advisors, Inc. from 2008 and FSC Securities Corporation from 2001. Gardner is also involved as a partner in Builders MEP Group, focusing on market 401(k) plans. Osaic Wealth, Inc. serves a diverse clientele including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk tolerance assessments, and a range of investment vehicles to tailor portfolios managed on discretionary or non-discretionary bases.

Louis Tagliaferro is a financial advisor with Osaic Wealth, Inc. based in Safety Harbor, Florida. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including 23 years with American Portfolios Financial Services. He occasionally sells life, long-term care, and disability insurance in conjunction with his financial advisory services. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to institutional clients such as pension plans and corporations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to construct portfolios that include a variety of asset types, managed on discretionary or non-discretionary bases.