Southfield, MI Town Center Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.

The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.

Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.

Based on OSAIC

Expertise

Annuities Private / alternative investments

Based on OSAIC

Location

2000 Town Center, Suite 1625

Southfield MI 48075

Advisors at this office

8

Advisors at this office

user avatar

Jack H

Series 66

Southfield, MI

OSAIC

Jack Hosmer Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously spent 10 years at Lincoln Financial Advisors Corporation and has been involved in CPA and tax preparation work since the early 1990s through Junior Mills Corp and Robinson, Pietras, Kalisky, PC. Outside of advising, he is engaged in insurance sales, including accident, health, disability, and life insurance, and serves as president of a tax preparation firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, relying on model-based asset allocation and portfolio optimization to support its multi-advisor platform.

Annuities Private / alternative investments
user avatar

Laura H

Series 66

Southfield, MI

OSAIC

Laura Hollinshead is a financial advisor at Osaic with eight years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 19 years. Outside of her advisory role, she serves as a notary public. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a variety of brokerage and advisory programs across affiliated broker-dealer and RIA relationships.

Annuities Private / alternative investments
user avatar

Ross A

ChFC®, Series 63

Southfield, MI

OSAIC

Ross Ainley is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved with Ainley Financial Group, where he offers and services fixed insurance products and premium financing. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of discretionary and third-party strategies.

Annuities Private / alternative investments
user avatar

James G

Series 63, Series 65

Southfield, MI

OSAIC

James Gasparotto is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 27 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he teaches and speaks on financial services topics related to the insurance industry. OSAIC is a multi-advisor platform serving a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.

Annuities Private / alternative investments
user avatar

Jared W

ChFC®, Series 66

Southfield, MI

OSAIC

Jared Weinerman is a financial advisor at Osaic Wealth with eight years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Shallcross Financial Planning. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he oversees business operations including financial planning, investment advisory, and team management. Osaic Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a broad range of brokerage and advisory services through a multi-advisor platform.

Annuities Private / alternative investments
user avatar

Richard T

Series 63, Series 66

Southfield, MI

OSAIC

Richard Truxall is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include eight years each at Lincoln Financial Advisors Corporation and Invest Financial Corp. Outside of advisory services, he also works as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and multiple strategy implementations, supported by a complex affiliate network and private-equity ownership.

Annuities Private / alternative investments
user avatar

Mary P

Series 63, Series 66

Southfield, MI

OSAIC

Mary Prebish is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors for 18 years and FIFTH THIRD SECURITIES, Inc. for one year. In addition to her advisory work, she is licensed as an insurance agent offering disability insurance, fixed/indexed annuities, and traditional life insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network that includes broker-dealer, asset management, insurance, and trust affiliates.

Annuities Private / alternative investments
user avatar

Richard W

Series 63, Series 65

Southfield, MI

OSAIC

Richard Weinerman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 27 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he is involved in financial planning, insurance analysis, and team management. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary strategies and third-party managers.

Annuities Private / alternative investments
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)