Stuart, FL NW Federal Hwy Office

Kevin Moree is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and LPL Financial. He is an owner of Moree Wealth Management & Investment Services, Inc. and a partner at Cornerstone Private Advisors. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by proprietary tools, third-party money managers, and a range of investment options.

John Wiswell is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services for 17 years. Wiswell is also the owner of Wiswell Financial Services LLC, where he serves as a registered representative and advisor while managing social media and public outreach for the securities business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios incorporating various investment products and supports a mix of discretionary and non-discretionary account management options.