Glenn Krcmaric is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes more than two decades with Payant Financial Services and 14 years at Sagepoint Financial. In addition to his advisory role, he is a licensed insurance agent involved in running proposals and illustrations and assisting with policy evaluations. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutional plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and employs various tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

James Berndt is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Osaic Wealth. His prior roles include positions at Corient, The Mather Group, EY/Tapfin, Kraft Heinz, Enterprise, and Finametrics. Osaic Wealth serves a wide 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 employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

Thomas Payant is a financial advisor at Osaic with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. for 14 years. Payant serves as a board member for St. Joseph’s Hospital and operates several business ventures, including American Planning Services, Inc., and an agency selling Medicare supplement insurance policies. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a wide network of affiliated advisers and advisory platforms. The firm utilizes various tools and investment options to construct portfolios tailored to clients’ risk tolerance and preferences.

Scott Allison is a financial advisor at OSAIC with 28 years of industry experience and holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Advisors, USAA Investment Services Company, and Woodbury Financial Services Inc. Outside of advisory work, he is an authorized person of William Brewster Holdings, LLC, a rental property venture. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing multiple platforms and tools for portfolio construction, including third-party managed account solutions.