Iuliana Keyes is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at OSAIC since 2009, with additional experience at Vim Capital and Thomas Financial Group. Outside of her advisory work, she serves on the board of FernCare Free Clinic, a nonprofit that provides free healthcare to uninsured individuals. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach involves model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

Daniel Thomas Jr. is a CFP® professional with 45 years of industry experience, currently affiliated with OSAIC in Troy, MI. He has worked with ING Financial Partners Inc. since 2004 and owns Thomas Financial Group LLC, where he provides services related to fixed life, annuities, and long-term care insurance. Outside of his advising work, he serves as a director on the board of a condominium association in Florida, where he has completed fiduciary training. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement consulting. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Scott Thomas is a financial advisor with OSAIC based in Troy, MI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Thomas has worked at Royal Alliance Associates, Inc. and operates Thomas Financial Group. He is also involved in life, accident, and health insurance and fixed annuity business activities, and participates in a private securities transaction with AdvisorShare. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various investment strategies and custodial arrangements.