Indianapolis, IN Otis Ave Office

Michael Mccormick is a financial advisor at OSAIC in Indianapolis, IN, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of advising, he serves in leadership and volunteer roles with several nonprofit and community organizations, including as treasurer for religious groups and as an advisory board member for Lilly Unit-Boys and Girls Clubs of Indianapolis. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on portfolio construction through asset allocation tools and multiple investment platforms.

Jay Barclay is a Certified Financial Planner® with 26 years of industry experience, currently serving as a financial planner at Osaic in Indianapolis, IN. His prior experience includes seven years with Securities America Advisors and four years with National Planning Corporation. Outside of his advisory work, he is involved as a board member and bookkeeper for the Brendonwood Historic District Foundation and pursues photography, creating and selling photo books and prints. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios across various asset classes and supports multiple advisory platforms and third-party solutions.