Marco Island, FL Office

Craig Joseph is a financial advisor at Osaic with 30 years of industry experience. He has held roles at Osaic since 2018 and previously worked for Signator Investors, Inc. for 19 years. In addition to his advisory work, he is president of a retail beverage store and a managing member of a family-owned business that oversees various non-investment ventures. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and risk assessment methodologies to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

Paul Klosterman is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. Outside of his advisory role, Klosterman is involved in insurance advising and property management activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment approaches, utilizing asset-allocation tools and third-party managers to construct diversified portfolios on discretionary or non-discretionary bases.