Oklahoma City, OK W. I 44 Service Road Office

Joseph Vahlberg is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2023. He has worked previously at FSC Securities Corporation from 2011 to 2023 and has been involved with Financial Planning Center, Inc. since 2011. Vahlberg is also the CEO of Wealth Management Group, LLC, where he leads the team and serves clients as an investment advisor and registered representative. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as corporations, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

Daniel Stith is a CFP® certificant with 47 years of industry experience, currently affiliated with OSAIC since 2023. He has held leadership roles including Owner and CEO of Wealth Management Group, L.L.C. and President of Carroll Enterprises, Inc. Stith is also a founding director of the Living Through His Word Foundation, an organization promoting Christian-based activities, and serves on several nonprofit boards including the Oklahoma State Foundation and the Jim Thorpe Association. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools and investment products to tailor portfolios to client needs.