Chad Barton is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and FSC Securities Corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment types.

Benjamin Laine is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial Services, Inc. from 2010 to 2024 before joining OSAIC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, and provides access to third-party money managers and wrap programs.

Oscar Gonzalez Perez is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His career includes roles at SagePoint Financial, Advisor Group, Vanguard, and State Farm Bank. Outside of financial advising, he is a partner in a residential construction company and operates a sole proprietorship selling fixed life insurance policies. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Cannon Wray is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. He has worked with Advisor Group since 2015 and joined OSAIC in 2023. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio management tools and access to third-party money managers.

Karla Stroh is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she is an independent demonstrator for Stampin’ Up, promoting and selling paper crafting supplies through workshops and hostess parties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios with a range of investment options and supports both discretionary and non-discretionary account management.

Sarah Simes is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Royal Alliance since 2018 and Boston Partners Financial Group from 2002 to 2018. Outside of her advisory work, Sarah is a commissioned Notary Public. OSAIC serves a broad mix 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, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios across multiple asset classes.

Rachel Bukacek is a financial advisor with Osaic Wealth, Inc. She holds the Series 66 designation and has 28 years of industry experience. Prior to joining Osaic in 2024, she worked at Securities America Advisors, Inc. for over 20 years. Bukacek also has ongoing roles with All Pro Access, LLC and Iron Man Studio. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing, and supports various third-party managed-account solutions.

Scott Indgjer is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Securities America Inc. and Ameritas Investment Corp. He has been with OSAIC since 2024. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers with a portfolio approach that includes a range of asset classes and customizable investment strategies.

Andy Garcia is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at Charles Schwab & Co., Fidelity Investments, Prudential Insurance Company of America, and Axa Advisors LLC. He is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of investment products.

Tyler Keegan is a financial advisor at Osaic Wealth Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. His background includes roles at Vanderbilt Securities, United Planners Financial Services, and The Vanguard Group, as well as prior work with the Arizona Diamondbacks. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers a wide range of advisory services and employs various portfolio construction tools, supporting both discretionary and non-discretionary account management.

Stephanie Brooks is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 designations and having 17 years of industry experience. Her prior work experience includes roles at Triad Advisors, Foreside Fund Services, LLC, and Infinity Capital Advisors, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing asset allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Broderick Zach is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab and Ladenburg Thalmann. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through various advisory platforms and asset-allocation tools.

Robin Widmer is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SagePoint Financial, Inc. and Sunamerica Securities. OSAIC 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 and wrap programs. The firm employs various asset-allocation tools and supports multiple portfolio management options, including discretionary and non-discretionary accounts.

Elisha Agarwal is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 10 years. She serves as a board member of the Hampton Roads Chess Association, a non-profit organization supporting the local chess community. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Joseph Licata is a financial advisor at OSAIC with a Series 65 credential and four years of industry experience. He previously worked at American Portfolios Advisors, Inc. for three years and is a partner at Ross, Strent and Company, LLP, an accounting firm where he has served since 2002. In addition to his advisory role, he acts as a trustee for multiple trusts created by outside attorneys for his accounting clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Gary Maack Magnusson is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial for 20 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Bonafe Santos is a financial advisor with OSAIC in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and E*TRADE Capital Management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing across a variety of investment types and supports both discretionary and non-discretionary account management.

Ann Brown is a financial advisor at OSAIC with 25 years of industry experience. She holds the Series 66 designation and has worked at Securities America Advisors, Inc. and other related firms before joining OSAIC in 2024. Outside of her advisory work, she teaches Zumba and Pound fitness classes and is involved in several independent consulting roles selling health, wellness, beauty, and kitchen products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various portfolio construction and management tools.

Edward Walker is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services, Inc., Suntrust Investment Services, Inc., and FSC Securities Corporation. He is a co-owner of an LLC involved in realty investment and holds power of attorney for managing his parents' investment accounts. Osaic Wealth, Inc. serves retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and organizational investors.

Stephanie Cornwall is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services for 13 years before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients, including individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm uses various tools such as asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes, with options for discretionary or non-discretionary account management.