Southfield, MI Northwestern Hwy Office

Douglas Dawe is a CFP®-credentialed financial advisor with 17 years of industry experience, currently serving at OSAIC since 2018. Prior to OSAIC, he worked for Signator Investors Inc for eight years. He holds leadership roles outside of advisory work, including serving as President of the Board for St. Stephen Lutheran Church and as a board member of Family Face Ministries. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs firm-sponsored portfolio construction tools and provides access to third-party money managers and wrap programs.

Louis Perraut is a CFP® professional with eight years of industry experience, currently affiliated with OSAIC since 2018. His prior work includes roles at Signator Investors Inc, Beaumont Health, and Wayne State University. Perraut is also involved with Michigan Financial Companies and Fathom Financial Partners in capacities related to securities sales and investment advisory services. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a broad network of financial advisers and advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset allocation models and automated rebalancing to offer customized portfolio management and third-party managed-account solutions.

Brendan Dunleavy is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors/John Hancock for 14 years. Dunleavy serves on the boards of a charitable organization managed by the Michigan Department of Human Services and the Irish Network Detroit. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Ryan Hozeska is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. Prior to joining OSAIC in 2020, he worked at Saginaw Valley State University and has been involved with Complete Enterprise since 2014. He is also engaged in sales and marketing of fixed annuities, securities, and investment advisory products through Michigan Financial Companies and Fathom Financial Partners. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various platform programs, combining multiple advisory platforms under one umbrella.

Dominic Kennedy is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at New York Life, Ameriprise, and TIAA. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

Zachary Zakaria is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan Financial Companies and various positions unrelated to finance, such as managing a mobile detailing business and working at a trampoline park. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable accounts through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

Lindsay Smith is a CFP® with eight years of industry experience. She is currently with Osaic and previously worked at Jackson National Life Distributors LLC for eight years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party managers, utilizing various portfolio construction tools and strategies.

Reagan Hamilton is a financial advisor with OSAIC based in Southfield, MI, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, having previously worked at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., and The Firm Advisors. He is also involved as a financial consultant in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, managed either discretionarily or non-discretionarily.

Marygrace Voss is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and four years of industry experience. She has worked at several firms including Michigan Financial Companies and UHY, with prior roles at Walsh College, BKD, and Xavier University. Voss is involved in sales and marketing of securities, investment advisory, and insurance products through affiliations with Michigan Financial Companies-Dunleavy Wealth Management and Fathom Financial Partners. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions using tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Zachary Zukowski is a financial advisor with OSAIC in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and SII. Outside of his advisor role, he serves as an investment advisor representative and insurance agent for Pinnacle Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Andrew Behm is a financial advisor with Osaic Wealth, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Osaic in 2018, he worked for John Hancock/Signator Investors Inc. for 13 years. Outside of his advisory role, Behm is a member of Vista Maria, a nonprofit organization assisting abused and neglected girls and foster care. Osaic Wealth serves a diverse range of clients—including individuals, high-net-worth investors, pension plans, corporations, and charities—through a broad network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to create portfolios that include various investment types, offering both discretionary and non-discretionary management options.

Dane Smith is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 34 years at Signator Investors, Inc. Outside of his advisory role, he is a vice president and board member of the Mountain City Alumni Club, where he oversees meeting planning. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Braye Sonnenberg is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at OSAIC and Michigan Financial Companies since 2022. Sonnenberg has additional experience with United Wholesale Mortgage and Scribe America. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and manages accounts on both discretionary and non-discretionary bases.

Adam Walsh is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to joining Osaic, he worked for 14 years at Signator Investors/John Hancock. Outside of his advisory role, Walsh is a co-owner of a private garage facility used for racing activities. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisors and employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage discretionary and non-discretionary portfolios across various investment vehicles.

Raymond Trepanier Jr. is a CFP® professional at OSAIC with 20 years of industry experience. He has worked at OSAIC since 2018 and previously spent 12 years with Signator Investors Inc. Outside of his advisory role, he owns a sole proprietorship through which he maintains an active license used for personal projects benefiting from builder discounts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.