Lisa Kennedy is a financial advisor at OSAIC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Signator Investors, Inc. from 2016 to 2018. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Janine Stubbs is a CFP® and holds a Series 66 license with 27 years of industry experience. She has worked at Osaic Wealth Inc. since 2025 and previously held roles at Agia, Valic Financial Advisors, and Equitable Advisors. Outside of advisory work, she co-owns a vacation rental property and operates an insurance agency that provides annuity and insurance solutions. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services using asset-allocation tools, risk-tolerance analysis, and automated rebalancing across portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Preston Duppins is a financial advisor with OSAIC, holding a Series 66 designation and nine years of experience in the industry. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, and Genesis Financial Management, Inc. Outside of his advisory work, he is an insurance agent selling life insurance and annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions.

Steven Gildar is a financial advisor with OSAIC in Tampa, FL, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. In addition to his advisory work, he is an insurance agent and sole proprietor offering life and health insurance products, employee benefits, and Medicare supplemental products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for clients.

Ana Wagner is a financial advisor with Osaic Wealth Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Raymond James & Associates, and Raymond James Financial Services, Inc. for 11 years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services, using a range of tools and platforms to construct portfolios that incorporate various asset classes and may be managed on either a discretionary or non-discretionary basis.

Shannon Reid is a financial advisor with OSAIC based in Tampa, FL, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. She has worked with Raymond James and its affiliated entities from 2007 to 2026 before joining OSAIC Wealth in 2026. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing asset-allocation tools and risk-tolerance analysis to construct investment portfolios.

Cecily Anthony is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and five years of industry experience. She has worked previously at Edward Jones, PFS Investments Inc., and Primerica Financial Services. In addition to her advisory role, she teaches online at Strayer University and has authored several e-books on financial topics. Osaic Wealth serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.