Casey Broach is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds the CFP® designation and Series 66 license. His previous firms include Sagepoint Financial, Inc. and National Planning Corp. Broach serves on the board of the Boys & Girls Clubs of South County, a nonprofit organization. Osaic Wealth serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client preferences.

David Afzal is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at SagePoint Financial, Inc. and National Planning. Outside of advising, he serves as a board member and Treasurer of the Stonecrest Village Homeowners Association, where he reviews and presents financial statements. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of investment strategies supported by proprietary tools and multiple advisory platforms.