Joe Badt Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Osaic since 2024 and previously spent 17 years at Securities America Advisors Inc. Outside of his advisory role, he manages a bookkeeping business and serves as a trustee for a family trust benefiting his sister and nieces. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across multiple investment types.

Patrick Fertitta is a financial advisor with OSAIC Wealth Inc. and holds a Series 65 designation. He has one year of industry experience and has been with OSAIC since 2025. Outside of his advisory role, he has operated Fertitta's Delicatessen since 2021 and previously served at University Lutheran Church from 2015 to 2021. OSAIC Wealth Inc. serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory services utilizing asset-allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.

Mark Kay is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. He is also a 50% owner of a vacation home rental business. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a broad range of investment types.