Douglas Dawe is a CFP® professional with 17 years of industry experience, currently serving at OSAIC since 2018. He worked previously at Signator Investors Inc for eight years. Dawe is a board member of Family Face Ministries and serves as president of the board of directors at St. Stephen Lutheran Church, engaging in strategic and governance roles outside of his advisory work. Osaic Wealth supports a diverse client base including retail 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 focused on asset allocation and portfolio optimization, with capabilities for discretionary management and third-party manager selection.

Louis Perraut is a CFP®-designated financial advisor with eight years of industry experience, currently with Osaic. His prior roles include positions at Signator Investors Inc, Beaumont Health, and Wayne State University. He holds a Series 66 license and is based in Southfield, Michigan. Outside of Osaic, he serves as Director of Investment Management at Fathom Financial Partners and is involved with Dunleavy Wealth Management in both advisory and insurance sales capacities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services across various financial programs. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a multi-advisor platform with access to discretionary and third-party managed strategies.

Brendan Dunleavy is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following a 14-year tenure at Signator Investors/John Hancock. Dunleavy serves on the boards of a charitable organization affiliated with the Michigan Department of Human Services and the Irish Network Detroit. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation, portfolio optimization, and a range of customizable strategies supported by third-party money managers and proprietary models.

Ryan Hozeska is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has been with OSAIC since 2020. Prior to this, he worked at Saginaw Valley State University and has been involved with Complete Enterprise since 2014. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools and supports a range of investment strategies and third-party managers.

Dominic Kennedy is a financial advisor at OSAIC with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining OSAIC in 2025, he worked at New York Life and Ameriprise. OSAIC Wealth 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’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Zachary Zakaria is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His work history includes roles at Michigan Financial Companies and prior involvement in entrepreneurial activities such as operating a mobile detailing business and experience in hospitality. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various management strategies and a complex affiliate network.

Lindsay Smith is a CFP® certificant with eight years of industry experience. She is currently with Osaic and previously worked at Jackson National Life Distributors LLC. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that provides comprehensive financial planning and investment management services, including model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activities.

Reagan Hamilton is a financial advisor at OSAIC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., Securities America Advisors, and The Firm Advisors. He also works as an independent contractor providing fixed insurance referrals and serves as a financial consultant involved in sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Marygrace Voss is a financial advisor at Osaic Wealth with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Michigan Financial Companies, UHY, Walsh College, BKD, and Xavier University. She is also involved as a financial planner and partner advisor in related financial and insurance activities at Michigan Financial Companies and Fathom Financial Partners. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supported by a complex network of affiliates and a platform notable for its scale and consolidation.

Zachary Zukowski is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent two years with SII. Outside of his primary advisory role, he is also an investment advisor representative and insurance agent with Pinnacle Wealth Strategies. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a suite of customizable strategies and access to multiple custodial and third-party platforms.

Andrew Behm is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following 13 years at John Hancock/Signator Investors Inc. He serves as a Senior Director of Wealth Management at Michigan Financial Companies and is involved with Vista Maria, a nonprofit organization supporting abused and neglected girls and foster care. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform delivering various managed portfolio and planning solutions.

Dane Smith is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 34 years at Signator Investors, Inc. He serves as vice president and board member of the Mountain City Alumni Club, where he is involved in meeting planning. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Braye Sonnenberg is a financial advisor at OSAIC with the Series 66 designation and four years of industry experience. His work history includes roles at United Wholesale Mortgage and Michigan Financial Companies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Adam Walsh is a CFP® with 22 years of experience in the financial services industry. He has worked at Osaic since 2018 and previously spent 14 years with Signator Investors and John Hancock. Outside of his advisory role, he is a part-owner of a private garage at a race track used for personal purposes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, with an emphasis on asset allocation, portfolio optimization, and multiple managed account options.

Raymond Trepanier Jr. is a CFP® professional with 20 years of experience in the financial industry. He has worked at OSAIC since 2018 and previously spent 12 years with Signator Investors Inc. Outside of his advisory role, he maintains an active license used for personal projects that benefit from builder discounts. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by various investment programs and third-party money manager options.

Gurveer Mann is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Signator Investors, Inc. Outside of financial advising, he serves as a head coach for freshman boys soccer teams at local high schools and is an enrolled agent authorized to represent clients before the IRS. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting a range of investment strategies and custodial arrangements.

Dale Glick is a financial advisor at OSAIC with the designations ChFC® and Series 63, bringing 49 years of industry experience. He has worked at OSAIC since 2018, following seven years at Jhfn Sii and one year at Osaic FA, Inc. Outside of his advisory role, he is involved in the sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various tools and third-party managers to deliver customized solutions.

Camden Quenneville is a financial advisor with Osaic who holds a Series 66 designation and has six years of industry experience. Prior to joining Osaic in 2020, he worked at PFS Investments Inc. and held various roles outside the financial sector, including positions in culinary services and window cleaning. He is also involved with Michigan Financial Companies—Elite Wealth Strategies as a financial planner. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services through a large multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with access to multiple custodial and third-party platforms.

Joseph Petrovich is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Michigan Financial Companies for six years before joining Osaic. Outside of his advisory role, he serves as Director of Advisor Services at Michigan Financial Companies, providing firm-wide support and compliance training to advisors and staff. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and discretionary management options supported by a range of tools and third-party programs.

Evan Mackavich is a financial advisor at Osaic with a Series 66 credential and less than one year of industry experience. His background includes roles at Michigan Financial Companies and various positions outside finance, including involvement in the food and construction industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a large-scale platform supported by a complex affiliate network and private-equity ownership.

Akiko Cox is a financial advisor with Osaic and holds a Series 66 credential. She has 10 years of industry experience, including roles at Royal Alliance Associates, Inc., where she has worked since 2018, and SII from 2016 to 2018. Cox is a member of the Japanese Business Society of Detroit. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, advisor-managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Christina Mick is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to her advisory role, she manages office operations and client support for Dunleavy Wealth Management as a sole proprietor. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through various platforms. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with a range of investment strategies and third-party manager options.

Bradford Newsome is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Osaic and has previously worked at Merrill Lynch, Wasserman Wealth Management, Buckingham Strategic Wealth, and The Colony Group. Newsome is also involved with Michigan Financial Companies as a wealth management advisor focusing on securities and fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, delivering strategies through various managed account solutions and third-party managers.

Kayla Jordan is a financial advisor at Osaic with six years of industry experience. She holds a Series 66 designation and has worked at Michigan Financial Companies since 2019, following prior roles at JPMorgan Securities LLC, JPMorgan Chase Bank N.A., and Firstmerit Bank/Huntington Bank. In addition to her advisory duties, she serves as a registered assistant supporting client services and new business management. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting a range of strategies through a complex affiliate network and multiple custodial arrangements.

Lawrence Weiner is a financial advisor at OSAIC with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining OSAIC in 2024, he worked for American Portfolios for 17 years and operates a CPA and tax preparation business serving a small number of clients. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

Jacob Peters is a Series 66 registered financial advisor with seven years of industry experience. He is currently with Osaic and previously worked at Edward Jones and Goldman Advisors Group. Outside of his advisory roles, he is involved as a wealth management advisor at Michigan Financial Companies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools like risk-tolerance questionnaires and efficient frontier analysis, with access to discretionary and third-party managed strategies.

James Hern is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018, with prior roles at Sii and MSI Financial Services, Inc. Hern is also a minority shareholder and Vice President of Michigan Financial Companies, Inc., where he is involved in the sales and marketing of fixed annuities, securities, and investment advisory products. Additionally, he serves as a non-voting board member of Beals, Caruana & McVety Wealth Strategies in a fixed product capacity. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and various managed account strategies, supported by a complex affiliate network and private-equity ownership.

Michael Karam IV is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at Royal Alliance since 2021 and has held several roles at United Parcel Service and Matick Toyota. Outside of his advisory work, he is involved with Michigan Financial Companies as a financial planner. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Jeffrey Bearance is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc. and John Hancock Life Insurance Company. Outside of his advisory role, he is a co-founder of Elizabeth's Closet, a nonprofit focused on fundraising and community support. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by various proprietary tools and third-party managers.

Mark Ader is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 24 years. He is also involved as an agent in the sales and marketing of fixed annuities and non-variable insurance through Michigan Financial Companies. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Nicholas Adams is a financial advisor with Osaic, holding a Series 66 designation and 12 years of industry experience. He has worked with Michigan Financial Companies since 2014 and with Royal Alliance Associates, Inc. since 2018. Adams is also involved as an agent with Pinnacle Wealth Strategies, focusing on the sales and marketing of fixed annuities and non-variable insurance, as well as securities and investment advisory products. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Shawn Scribner is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments and Merrill. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies to customize client portfolios.

Ethan Cramer is a financial advisor at OSAIC with 10 years of industry experience and holds a Series 66 designation. His prior work includes positions at OAIC Wealth, Inc., Royal Alliance Associates, Inc., and SII. Outside of his advisory role, he serves as a director for Trout Unlimited, a coldwater conservation organization, and is involved in managing online networking groups. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports a variety of programs such as comprehensive financial planning and third-party money manager strategies, delivered through a multi-advisor platform.

Benjamin Harris is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and previously worked at Michigan Financial Companies and The Home Depot. Harris is involved in sales and marketing of fixed annuities, securities, investment advisory, and insurance products through Elite Wealth Strategies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory programs supported by model-based asset allocation and portfolio optimization tools.

Kevin Kneip is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 13 years at Signator Investors/John Hancock. He holds roles including vice president and agent in related financial enterprises focused on securities and insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and strategies.

Daniel Gardner is a CFP® professional with 30 years of industry experience. He has worked at OSAIC since 2018 and previously spent 23 years at Signator Investors, Inc. Gardner serves on the board of University Presbyterian Church and has participated as a guest speaker for Oakland University’s planned giving department. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth households, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and use of third-party managers alongside proprietary strategies.

Luke Nowacki is a financial advisor at OSAIC Wealth with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates and John Hancock. Outside of advisory work, he is a general partner in a residential property management venture. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, and retirement plan sponsors. The firm provides a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Matthew Stirling is a financial advisor at Osaic Wealth with 10 years of industry experience and holds a Series 66 designation. He previously worked at SII before joining Osaic in 2018. Outside of his advisory role, Stirling is actively involved in hockey coaching and administration, serving as head coach for Oakland University’s hockey team and as president of the Michigan Collegiate Hockey Conference. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a variety of program options including Unified Managed Accounts and third-party money manager strategies.

Wallerend Ezin is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with OSAIC Wealth, Inc. since 2018 and maintains a role at Michigan Financial Companies since 2014. Ezin participates as a board member in several wealth management LLCs and serves as a trustee for a charitable organization. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting multiple program types delivered through an extensive affiliate network.

Connor Kin is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2021. His background includes roles in financial planning and marketing of fixed annuities and securities. Kin also has prior experience in various industries such as food service and education. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through multiple program platforms.

Nick Valenti is a CFP® and ChFC® with 44 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at Sii. Valenti serves as president of multiple financial entities, including Platinum Wealth Solutions of Texas, LLC, and Michigan Financial Companies, Inc., where he provides leadership and management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform.