Scott Spinner is a financial advisor at OSAIC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Coalition Life and Northwestern Mutual. Outside of his advisory work, he has been involved with Helping Strays since 2022. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by risk assessment and rebalancing tools.

Kenneth Carrico is a financial advisor with OSAIC and holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at SagePoint Financial, Inc., Investment Advisors Corp, OSAIC Services, Inc., and American General Securities Incorporated. Outside of his advisory work, he volunteers on his local parish's finance council. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.