Allan Booher is a financial advisor with OSAIC based in Tulsa, OK, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has previously worked with Woodbury Financial Services Inc. for nine years. Outside of advising, he serves on the board of Communication Federal Credit Union and is involved with the Lion Foundation, which provides scholarships to graduating seniors. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to third-party money managers and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Richard Keel is a financial advisor at OSAIC with 13 years of industry experience, holding a Series 66 designation. His prior experience includes roles at Edward Jones and Woodbury Financial Services. Outside of his advisory work, he is active as a sports official, officiating softball, baseball, football, and volleyball at various levels. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios across multiple asset classes.