Livonia, MI Newburgh Office

Kylie Davis is an advisor at OSAIC with Series 63 and Series 65 designations. She has been with OSAIC since 2025 and has prior experience at Knepp Financial Group and other positions in education and hospitality. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Jason Davis is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Knepp Financial Group, LLC and FSC Securities Corporation in prior roles. In addition to his advisory work, Davis owns Knepp and Associates Tax Service, where he prepares clients’ tax returns during the tax season. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple investment strategies to manage portfolios on both discretionary and non-discretionary bases.