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Douglas E

Series 63, Series 65

Vienna, OH

OSAIC

Douglas Emery is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc for 15 years. Outside of advising, Emery is involved in firearms instruction as a registered pistol instructor and range safety officer, and he serves as president of a nonprofit focused on firearms training for local law enforcement. He is also president of several small businesses related to security services and firearms products, and he is writing an action adventure book about the investment industry and armed personal security. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, with options for discretionary or non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kaitlyn E

Series 63, Series 65

Vienna, OH

OSAIC

Kaitlyn Emery is a financial advisor with OSAIC in Vienna, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OSAIC, she worked at Woodbury Financial Services and spent several years with Verizon Wireless. Outside of financial services, she owns a photography business specializing in family, couples, and wedding sessions. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristopher W

Series 66

Vienna, OH

OSAIC

Kristopher Wildman is a Series 66-credentialed advisor at Osaic Wealth, Inc. with one year of industry experience. His prior work includes a role at Global Fitness and over a decade as a self-employed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicolas W

Series 63, Series 65

Vienna, OH

OSAIC

Nicolas Wildman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Woodbury Financial Services and co-ownership of Wildman Family Insurance and Investment Planning, where he assists clients with Medicare and life insurance education. Outside of finance, he is involved with Belltower International, providing private security and risk assessment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions and third-party managed account options. The firm employs asset-allocation tools and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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