Sarasota, FL Office

Jeffrey Buchanan is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in insurance agency ownership and the management of commercial real estate interests. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisors. The firm integrates brokerage and advisory services with a range of investment platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Mark Laflamme is a financial advisor with Osaic Wealth, Inc. holding Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Ameriprise, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. Outside of his advisory work, he is the founder and vice president of Canines for Heroes, an organization that provides and trains service dogs for veterans and first responders diagnosed with PTSD. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms and employs a variety of asset-allocation tools and third-party solutions in portfolio construction and management.

Matthew Medvesky is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and 17 years of industry experience. His prior experience includes roles at Edward Jones for 15 years, as well as positions at BB&T, SunTrust, and Wells Fargo Clearing. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and third-party managed account solutions.

Kevin Hines is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He also operates Hines Financial Services, Inc., where he handles insurance planning for clients. OSAIC serves a diverse client base ranging from individual investors to institutions, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports multiple advisory platforms, integrating third-party managers and model solutions.

Myrna Kassis is a Series 66-licensed financial advisor at Osaic with 20 years of industry experience. She spent 10 years at Lincoln Financial Advisors before joining Osaic in 2025. Outside of advising, she is involved in real estate as the owner of a condo rental property. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and various advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios across multiple asset classes.

James Levin is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Osaic Wealth Inc. since 2025. Prior to joining Osaic, he worked at Edward Jones for nine years. Outside of his advisory role, Levin serves as vice president of a local networking group, Connection Corner, which organizes bi-monthly meetings. Osaic Wealth, Inc. serves a broad mix of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Denise Otten is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services for 14 years. Outside of her advisory role, she operates a CPA firm and founded a nutrition-focused informational business where she authored a book and created educational seminars. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Julia Miller is a financial advisor with OSAIC based in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked with Securities America Advisors, Inc. for eleven years before joining OSAIC. Outside of her advisory role, she serves as Vice President of a local networking group and is the president of her homeowner's association. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party money managers to construct and manage customized portfolios.

Kristi Andersen is a financial advisor at OSAIC with 34 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, she worked at Cetera and Advisornet Wealth Management. Andersen is the owner of Kristi L Andersen Financial Partners, LLC, a financial services firm. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services with a multi-platform approach, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.