Darcie Caspersen is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corp and several other firms. Caspersen also provides management consulting services to small business owners, focusing on financial analysis and strategic planning independent of her investment advisory activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary asset-allocation tools and third-party platforms.

Robert Mclaughlin is a financial advisor with Osaic, holding a Series 66 designation and 24 years of industry experience. He previously worked at FSC Securities Corporation for 18 years before joining Osaic in 2023. Outside of his advisory role, he manages a sole proprietorship providing management consulting services to small business owners focused on financial analysis and corporate strategy. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Robert Mitchell is a financial advisor with OSAIC, holding a Series 66 designation and bringing 12 years of industry experience. His career includes positions at Signator Investors, Inc. and Edgewood Financial Network, and he owns several businesses including an insurance agency, farming operations, and multiple athletic and recreational clubs. Outside of advisory roles, he is involved in managing various business ventures related to farming grapes and pistachios, commercial property management, and sports facilities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm employs asset allocation tools and multiple third-party solutions to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.