Jarrod Mckee is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Osaic since 2018 and previously spent two years with Signator Investors, Inc. In addition to his advisory role, Mckee volunteers on the Vertex Pharmaceuticals Caregiver Advisory Board and coaches youth basketball. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary and non-discretionary management options.

Benjamin Vineyard is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at OSAIC and the Investment Center at Crossroads Bank since 2022. Outside of his advisory roles, he owns Vineyard Forestry, LLC, a forestry consulting company established in 2016. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs various portfolio construction tools and offers integrated brokerage, advisory, and financial planning services.

Kristin Cunningham is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC and the Investment Center at Crossroads Bank, she worked at Southwood Elementary in the MSD of Wabash County for five years. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct diversified portfolios managed on a discretionary or non-discretionary basis.