Kevin Newhouse is a Series 66-registered financial advisor with 16 years of industry experience. He currently works at OSAIC, having joined in 2024, and previously held positions at Securities America Advisors and Morgan Stanley Smith Barney. Outside of his advisory role, Newhouse serves as a commissioner on the Santa Cruz County Historic Resources Commission and is a steering committee member of the Aptos History Museum. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios that may include various securities across discretionary and non-discretionary accounts.

Natalie Smith is a financial advisor at Osaic with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Securities America Advisors and Architectural Facades. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a wide network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.