Tequesta, FL Office

John Kendall is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Kendall is also involved with Kendall Financial Group, where he acts as an insurance agent and investment advisor focusing on life insurance and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, unified managed accounts, and access to third-party money managers.

Laurie Schoen is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Empire Retirement Plans, LLC and D'arcangelo Financial Group. Outside of her advisory role, she serves on the board of the Charles T. Sitrin Health Care Center Foundation and participates in financial oversight for the nonprofit Empowered Pathways. OSAIC serves a diverse client base ranging from individual investors to institutions, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports a wide range of third-party managed account solutions.