Steven Tanner is a financial advisor at OSAIC with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Tanner has worked at several firms, including Select Brokers, Ascend Financial Services, Minnesota Mutual, and Virginia Asset Management, each for about 20 to 30 years. Outside of his advisory role, he operates a sole proprietorship selling fixed insurance products and serves as a member of an LLC investing in real estate. 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 advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Michael Pugh is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has worked with firms including Select Brokers, Virginia Asset Management, Ascend Financial Services, and Minnesota Life Insurance Company. Outside of his advisory role, he is involved in an LLC that owns a building in South Hill, VA, generating rental income. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to managed accounts and third-party money managers. The firm employs firm-provided asset-allocation tools and supports various investment platforms to construct diversified portfolios.