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Suzanne J

Series 63

State College, PA

OSAIC

Suzanne Johnson is a financial advisor at OSAIC with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America, Inc., Securities America Advisors, Inc., and Next Financial Group, Inc. Outside of her advisory role, she owns Nittany Brokerage Services Inc. and is involved with insurance services through Nittany Insurance Agents Inc. and My State Retiree Benefits Solutions, providing group dental, vision, and life insurance products to retirees of Pennsylvania State Employers. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of financial services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to construct and manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David S

Series 63, Series 65

State College, PA

OSAIC

David Seibel is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Securities America, Inc. and Next Financial Group, Inc. He is involved in advisory services as well as insurance sales and estate planning consultancy. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and diversified investment options to manage portfolios on discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James F

Series 63, Series 65

State College, PA

OSAIC

James Falls is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Next Financial Group Inc. Falls serves as Board President of the Penns Valley Youth Center, providing governance and volunteer support for an after-school program for middle and high school students. OSAIC serves a broad 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 investment platforms. The firm employs asset-allocation tools and multiple advisory platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jamie H

Series 66

State College, PA

OSAIC

Jamie Horner is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Next Financial. Outside of his advisory role, Horner is involved in preconstruction management for warehouse construction through Hillwood Construction Services, Inc. Osaic Wealth, Inc. serves a diverse group of clients including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services with access to multiple platforms and third-party money managers, employing tools such as asset-allocation modeling and automated portfolio rebalancing.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kenneth J

Series 63

State College, PA

OSAIC

Kenneth Johnson is a financial advisor with OSAIC, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Next Financial Group, Inc. He serves as Vice President of Hidden Hollow Cabin LLC and is involved with the Hope Fund of Penns Valley as a board member for marketing. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisors.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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