Justin Schueneman is a financial advisor at Osaic with a Series 66 credential and experience spanning several roles since 2019, including positions at Preferred Financial Partners and Equity Services, Inc. He is based in Troy, Michigan. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary account management across multiple investment types.

Colleen Schueneman is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at National Life Group, Equity Services, Inc., and MML Investors Services LLC. Schueneman serves as an executive board member of the Rags Remembered Foundation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios on both discretionary and non-discretionary bases.

Richard Abernathy is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equity Services, Inc., Preferred Financial Partners, and Consulting Services Support Corporation. In addition to his advisory role, he serves as a Compliance Principal for Preferred Planning Partners, LLC, where he oversees daily supervision for his office and downstream advisors. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports various investment platforms, including third-party managed accounts and alternative investments.