Rabindra Mahabir is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Royal Alliance since 2012. Outside of his advisory role, Mahabir is a notary public and has experience marketing and selling life and health insurance products through a limited liability company. Osaic Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various account types and employs a complex affiliate network to deliver its investment solutions.

Keith Mitchell is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2012, following nine years at Signator Investors, Inc. He is also the owner of Premiere Financial Partners, a limited liability company that offers life insurance to clients and prospects. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Richard Balhoff is a financial advisor with Osaic Wealth who holds the ChFC® and Series 63 designations and has 40 years of industry experience. His prior career includes roles at Vision Capital Partners, Triad Advisors, Cetera Advisors, and Eagle Strategies. He serves as Vice President of the Crosscreek Woods Homeowners Association in Monclova, Ohio. Osaic Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering various managed account programs and third-party manager options across a large multi-advisor platform.