Daniel Guck is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Outside of his advisory role, he is involved in managing a tax practice as part owner of Legacy Accounting & Financial Services LLC and runs his own financial planning firm, Guck Financial & Insurance Services LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizes proprietary asset allocation tools, and supports multiple advisory platforms including third-party managed accounts and model portfolios.

Jared Scheunemann is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc for eight years. Outside of advising, he serves as a senior accountant at Legacy Accounting and Financial Services LLC and is a director on the board of Key Savings Bank. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to third-party managers and uses firm-provided tools to construct diversified portfolios across various asset classes.