Waterloo, IL Office

Scott Spinner is a financial advisor at OSAIC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OSAIC, he worked at Coalition Life, Northwestern Mutual, and spent several years involved with nonprofit and community organizations including Helping Strays and the Gateway Region YMCA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various asset classes.

Kenneth Carrico is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 44 years of industry experience. He has worked at OSAIC since 2023 and has been affiliated with Sagepoint Financial, Inc. since 2011. Outside of advising, Carrico serves on the finance council of his local parish, assisting with financial review. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.