Glenn Shaikun is a CFP® with 45 years of industry experience and is currently affiliated with OSAIC. He previously worked at Investacorp and its advisory services division for over 25 years before joining Securities America Advisors. Outside of his advisory role, he is involved in an insurance business and operates Financial Education Resources. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers and multiple platforms. The firm employs a variety of asset-allocation and portfolio management tools, offering integrated brokerage and advisory services with access to third-party money managers and specialized investment solutions.

Paul Eberz is a financial advisor with OSAIC, holding a Series 63 license and 44 years of industry experience. He has worked at OSAIC since 2024 and previously spent 34 years with Investacorp and four years with Securities America Advisors. Additionally, he is a licensed insurance agent in New York, offering long-term care insurance, life insurance, and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and platforms. The firm provides integrated brokerage and advisory services utilizing various asset allocation tools, managed account solutions, and third-party managers.

Mary Kuehn is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, Inc., Clarion Wealth Management Partners, and Cambridge Investment Research. Outside of her advisory role, she owns a business occasionally selling life insurance to family members. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses various portfolio construction tools and supports multiple platforms, including legacy accounts and third-party managed-account solutions.