John Schroll is a financial advisor at Osaic with 45 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory role, he sells long-term care and life insurance and prepares individual tax returns for clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Gary Shumate Jr. is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Saxony Capital Management and Saxony Securities for 12 years. Outside of advisory work, he owns and manages several LLCs involved in real estate holdings and rental properties. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a variety of investment types on both discretionary and non-discretionary bases.

Stacy Pfizenmayer is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked for American Portfolios Financial Services, Inc. for 11 years. Outside of her advisory role, she is a partner in iValue Financial Planning, where she focuses on insurance and tax services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services supported by various asset-allocation tools and third-party solutions.

Ann Kavanaugh is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked for nine years at American Portfolios Financial Services, Inc. Kavanaugh is a partner at IValue Financial Planning, LLC, where she prepares tax returns, and also serves as a sole proprietor in the sales and service of fixed insurance and annuities. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that may include a broad mix of investment products and supports both discretionary and non-discretionary account management.

Jason Kurrass is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fors Marsh, Retail Industry Leaders Association, Centric Business Systems, Brooks Adams Research, and the University of Richmond. Outside of his advisory role, he is involved in tax preparation through IVALUE Financial Planning LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment products, while supporting both discretionary and non-discretionary account management.