Robert Oates is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 19 years. Outside of advisory work, he is president of a fixed insurance products business. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Jeffrey Andruschat is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and First National Investors. He has been involved in fee-based advisory services and insurance sales throughout his career. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers a wide range of investment advisory and brokerage services, utilizing asset allocation tools, risk-tolerance assessments, and automated portfolio rebalancing.