Ft. Lauderdale, FL Stirling Road Office

Shawn Wooden is a financial advisor at OSAIC in Ft. Lauderdale, FL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Securities America Advisors and Principal Securities. Wooden is also involved in several non-investment related activities, serving as a board member for the Maxwell Football Club, Miami Dolphins Alumni Advisory Board, and Holtz's Heroes Foundation, and participates in autograph signings and football-related appearances. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Will Allen III is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. He previously held roles at Northwestern Mutual Investment Services LLC and Associated Investor Services. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary models.

Luana Corral is a CFP® professional with 36 years of industry experience, currently serving at OSAIC since 2024. She has held positions at several firms, including Securities America Advisors and Investacorp Advisory Services, and is an NFLPA Registered Player Financial Advisor, providing services to NFL players as part of that program. Corral also serves as an unpaid board member of Eternity Begins Now Corp, a nonprofit focused on sharing religious content via YouTube. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various risk and portfolio management tools and delivers a range of investment programs, including Unified Managed Accounts and third-party manager options.

Danielle Martinez is a financial advisor at OSAIC with 17 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Securities America Advisors, Inc., Investacorp Inc., and Raymond James. Martinez also provides administrative support in licensed insurance sales but does not perform solicitation or sales activities. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various tools and third-party managers.

Logan Mondshein is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. He has prior experience with Securities America Advisors and Associated Financial Consultants, where he also works as a benefits consultant providing group health insurance and employee benefits services to small and medium-sized businesses. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party manager selection.

Travis Ruane is a financial advisor at Osaic with 14 years of industry experience and holds the Series 66 designation. Prior to joining Osaic in 2024, he worked at Securities America and Principal Financial Services, among other firms. He serves as Treasurer on the Board of Directors for Coast to Coast Legal Aid of South Florida, a nonprofit organization. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Luke Mc Carthy is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Associated Financial Consultants and Investor Services and has a background in education, having taught at the University of South Carolina and in middle and high schools. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network and a range of programs including comprehensive financial planning and retirement plan consulting.

John Duhe is a financial advisor at Osaic with six years of industry experience and holds a Series 65 designation. His career includes roles at Bliss Wealth Management, FLEX Performance, LLC, American Income Life, Sound Income Group, and Associated Investor Services. He is based in Ft. Lauderdale, FL. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering a variety of financial planning and investment management programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, utilizing various discretionary and third-party management strategies within a large, integrated platform.

Evan Vladem is a financial advisor at OSAIC with eight years of industry experience and holds a Series 66 designation. He has previously worked at Securities America Advisors, Investacorp Advisory Services, and Associated Financial Consultants. Outside of his advisory work, he serves on the Investment Committee of the Jewish Federation of Broward County and is involved in sports marketing consulting. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.