Mark Weber is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Woodbury Financial Services, Inc. for 15 years. Weber is the owner of Weber Wealth Advisors, a sole proprietorship providing investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across multiple investment vehicles.

Nicholas John is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Woodbury Financial Services for 19 years prior to joining OSAIC in 2024. Outside of his advisory role, he operates several sole proprietorships involved in insurance sales and services. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions and utilizes asset-allocation tools and third-party managers to support portfolio construction and management.

Todd Bolen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with OSAIC since 2024 and also maintains a role with Woodbury Financial Services, where he has worked since 2009. Additionally, he is involved in insurance sales and service through Woodbury Financial. 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 using various asset-allocation tools and supports multiple platforms, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Reid Williams is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Woodbury Financial Services Inc. and Jack Keeter & Associates. In addition to his advisory role, he operates a sole proprietorship as an insurance agent specializing in the sale of term life, fixed life insurance, and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include a range of investment products.

Albert Cline is a financial advisor at OSAIC with 49 years of industry experience. He holds a Series 63 designation and has worked with firms including Woodbury Financial Services and AIG Financial Advisors. Outside of his advisory role, he is a grantor of a college scholarship trust in memory of his late father. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a range of integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisors. The firm employs various asset allocation and portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Kyle Weber is a financial advisor at OSAIC with nine years of industry experience. He held a position at Woodbury Financial Services for eight years before joining OSAIC in 2024. Outside of his advisory work, he is involved in managing residential properties intended for Airbnb rentals in Arizona. OSAIC serves a wide range of retail and institutional clients, including individual and high-net-worth investors and charitable organizations, offering integrated brokerage, investment advisory, and financial planning services. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts across diverse investment options.