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Jack H
Series 66
Southfield, MI
OSAIC
Jack Hosmer Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously spent 10 years at Lincoln Financial Advisors Corporation and has been involved in CPA and tax preparation work since the early 1990s through Junior Mills Corp and Robinson, Pietras, Kalisky, PC. Outside of advising, he is engaged in insurance sales, including accident, health, disability, and life insurance, and serves as president of a tax preparation firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, relying on model-based asset allocation and portfolio optimization to support its multi-advisor platform.
Laura H
Series 66
Southfield, MI
OSAIC
Laura Hollinshead is a financial advisor at Osaic with eight years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 19 years. Outside of her advisory role, she serves as a notary public. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a variety of brokerage and advisory programs across affiliated broker-dealer and RIA relationships.
Ross A
ChFC®, Series 63
Southfield, MI
OSAIC
Ross Ainley is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved with Ainley Financial Group, where he offers and services fixed insurance products and premium financing. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of discretionary and third-party strategies.
James G
Series 63, Series 65
Southfield, MI
OSAIC
James Gasparotto is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 27 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he teaches and speaks on financial services topics related to the insurance industry. OSAIC is a multi-advisor platform serving a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.
Jared W
ChFC®, Series 66
Southfield, MI
OSAIC
Jared Weinerman is a financial advisor at Osaic Wealth with eight years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Shallcross Financial Planning. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he oversees business operations including financial planning, investment advisory, and team management. Osaic Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a broad range of brokerage and advisory services through a multi-advisor platform.
Richard T
Series 63, Series 66
Southfield, MI
OSAIC
Richard Truxall is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include eight years each at Lincoln Financial Advisors Corporation and Invest Financial Corp. Outside of advisory services, he also works as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and multiple strategy implementations, supported by a complex affiliate network and private-equity ownership.
Mary P
Series 63, Series 66
Southfield, MI
OSAIC
Mary Prebish is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors for 18 years and FIFTH THIRD SECURITIES, Inc. for one year. In addition to her advisory work, she is licensed as an insurance agent offering disability insurance, fixed/indexed annuities, and traditional life insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network that includes broker-dealer, asset management, insurance, and trust affiliates.
Richard W
Series 63, Series 65
Southfield, MI
OSAIC
Richard Weinerman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 27 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he is involved in financial planning, insurance analysis, and team management. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary strategies and third-party managers.
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