Oklahoma City, OK North Roff Avenue Office

Cameron Broderick is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Financial Life Insurance Co. Broderick is also involved with his investment practice under the DBA Capital Asset Management, Inc. in Oklahoma City. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm provides integrated brokerage, advisory services, and access to multiple third-party investment platforms, utilizing firm-provided tools and automated rebalancing to manage portfolios across a range of asset types.

Colton Cottrell is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and one year of industry experience. He has previously worked at Capital Asset Management and held roles in client services and retail. OSAIC Wealth, Inc. serves a diverse client base, including individual investors and institutions, providing integrated brokerage and advisory services. The firm employs various tools and third-party platforms to construct and manage portfolios across a range of asset classes, supporting both discretionary and non-discretionary accounts.

Stephanie Woods is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked previously at FSC Securities Corp and 180 Medical. Woods also serves as a wealth manager for Capital Asset Management, Inc. and Spirit of the West Financial Corp., both involved in portfolio management and financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerances.

Justin Klein is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2023. Prior to joining OSAIC, he spent 21 years at FSC Securities Corporation. He is involved in several related business activities, including partnerships in wealth management and financial planning firms in Oklahoma City. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, investment advisory, and retirement plan consulting services. The firm employs a combination of proprietary tools and third-party platforms to construct and manage diversified portfolios across various asset classes.