Chesterfield, MO 16020 Swingley Ridge Rd Office

John Baker is a CFP® professional with 36 years of industry experience, currently affiliated with OSAIC. He has held previous roles at Royal Alliance Associates, Inc. and operated his own advisory practice. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Caspar Unterreiner is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at OSAIC since 1995 and also operates Financial Legacy Associates, where he analyzes, recommends, and sells life and health insurance. Caspar’s career includes over four decades at Security Research Associates beginning in 1981. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various portfolio management options and operates through a broad affiliate network that supports both brokerage and advisory services.

Stephen Mueller is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities Inc. and Ohio National Financial Services. Outside of his advisory role, he and his wife jointly own and manage a rental property listed on Airbnb and VRBO, where he occasionally performs maintenance work. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management with access to various investment strategies and third-party managers.

Anthony Culella is a CFP® professional with 23 years of industry experience. He is affiliated with OSAIC and has worked with Royal Alliance Associates, INC. since 2005. In addition to his advisory role, he provides notary services to clients free of charge. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Gail Fernandez is a CFP® with 19 years of industry experience, currently affiliated with OSAIC in Chesterfield, MO. Her prior roles include positions at Loren Lumpe, Royal Alliance Associates, and Edward J Liberty, among others. She owns a tax preparation service, Gail Fernandez Tax Service, which handles federal and state income tax returns. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides multiple investment programs through affiliated broker-dealer and RIA relationships.

Christopher Myers is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at The ON Equity Sales Company, Ohio National Life Insurance, and the University of Missouri, among others. Myers is also involved with Augustar Financial, where he provides life insurance and annuities. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Salvatore Culella is a ChFC® credentialed advisor with over 53 years of experience, currently with OSAIC since 1997. He also owns a term life insurance business and serves as a notary public. Prior to OSAIC, he worked with Manufacturers Life Insurance Company starting in 1985. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Daniel Shelley is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at OSAIC since 2005 and previously spent six years at Edward Jones. Outside of his advisory role, he owns Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including financial planning and managed portfolios. The firm’s investment approach features model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Peter Deluca is a financial advisor with Osaic Wealth in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Osaic since 1995 and previously operated Financial Legacy Associates, LLC for 19 years. Outside of his advisory work, he is also a musician, maintaining a sole proprietorship in this area since 1986. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.