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Mark M

CFP®, Series 63

Suffolk, VA

OSAIC

Mark Mcgahee is a CFP® with 33 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held roles at Securities America Advisors, Inc. and Nansemond River Financial Services, where he is also the owner. Mcgahee writes a financial column for the Suffolk News Herald. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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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Steve K

Series 63, Series 66

Suffolk, VA

OSAIC

Steve Koziol is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors from 2012 to 2025. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers across various investment products.

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 M

Series 65, Series 63

Suffolk, VA

OSAIC

Kenneth Mcgahee II is a financial advisor at OSAIC with three years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America, Inc., and before entering the financial industry, he spent seven years with First Team Automotive. Mcgahee is also involved in insurance sales and service through Nansemond River Financial Services. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs diverse investment strategies and platforms, including asset-allocation tools and third-party solutions, to manage portfolios across various asset classes.

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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Julian S

Series 63, Series 65

Suffolk, VA

OSAIC

Julian Sanderson Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities America Advisors and Securities America, Inc. for ten years. In addition to his advisory role, he has been an insurance agent for Penn Mutual Life Insurance Co. since 2009. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct and manage portfolios that include various asset classes.

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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Robert J

CFP®, ChFC®, Series 63, Series 65

Suffolk, VA

OSAIC

Robert Johnson Jr. is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and over 40 years of industry experience. He previously spent 12 years at Securities America Advisors, Inc. In addition to his advisory work, he serves as an executor for a family friend. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party managed solutions.

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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Andrew B

Series 63, Series 65

Suffolk, VA

OSAIC

Andrew Baillie is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Securities America Advisors, Cetera Advisors, Investors Capital Corp., and First Command Brokerage Services. Outside of his advisory work, he is a 40% shareholder in Baillie Hospitality Group Corporation, involved in developing a restaurant facility in Virginia Beach. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts 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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