Troy, MI Wilshire Drive Office

Robert Shiner is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Sagepoint Financial, Inc., Ohio National Financial Services, and Austin Manning Inc. 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 through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and provides access to managed portfolios and third-party money managers.

John Nori is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Sagepoint Financial, Inc. and Merrill. Nori is involved in nonprofit work as a board member of the McLaren Macomb Healthcare Foundation and owns Midwest Insurance Advisors and Midwest Financial Advisors, where he provides insurance and financial advice. He also supervises a card trading business for his two sons. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary management.

Ryan Armstrong is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 66 designation and has worked at Midwest Financial Advisors since 2006 and Merrill in 2005. Armstrong also serves as vice president of Midwest Financial Advisors, where he provides insurance services in addition to investment advice. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports multiple platforms, combining a complex corporate structure with diverse service arrangements.

Robert Zvonek is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial for 13 years. Outside of his advisory role, Zvonek serves as a committee member on the finance committee for the Clinton River Watershed Council, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios.

Gerald Shiner is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has previously worked at SagePoint Financial and Principal Financial Services. In addition to his advisory role, he serves as Director of Retirement Services for Michigan Planners, consulting on employee benefit plans including health, disability, and non-registered retirement offerings. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage and advisory services through multiple platforms and employing a variety of investment tools and third-party solutions.

Charles Pierce Jr. is a financial advisor with Osaic Wealth, Inc. in Troy, Michigan, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He previously worked at Sagepoint Financial Advisors, Comerica Securities, KeyBanc Capital Markets, and Merrill. Outside of his primary role, he is involved with Midwest Financial Advisors and UHY Wealth Management, providing financial advisory and wealth management services. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and portfolio construction tools, supporting both discretionary and non-discretionary account management.