Strengthen the network
01
Community
Build meaningful relationships in a trusted network where advisors can connect, share ideas, and grow together. We believe a stronger community creates shared success.
Your Practice. Your Vision. Our Partnership.
Welcome to MarketShare Financial.
We’re glad you’re here. Think of this page as your starting point for connecting with our team, finding helpful resources, and building the next chapter of your practice—with a partner in your corner.
A partnership that starts with people
Your success is personal to us.
At MarketShare Financial, we believe exceptional advisor support begins with exceptional relationships. We bring together personalized service, expertise, industry relationships, and resources to help you strengthen your practice, deepen client relationships, and pursue your vision of success.
01 /
Getting Started
Use the onboarding checklist to organize your first steps.
02 /
Your Support Team
Find the right MarketShare contact for your question.
03 /
The 3 C’s
Explore the principles behind our advisor community.
04 /
Community Events
Stay connected with opportunities to learn and grow together.
Our philosophy
Community. Collaborate. Cultivate.
Three connected principles that help advisors connect, share expertise, and build sustainable growth.
Share expertise in practice
02
Collaborate
Work alongside peers and our team to bring collective knowledge, resources, and industry relationships to client strategies, challenges, and new opportunities.
Build sustainable growth
03
Cultivate
Invest in continued growth by strengthening your practice, streamlining operations, exploring new possibilities, and planning for continuity and a lasting legacy.
Your onboarding roadmap
A few good first steps.
Every practice is different. Use this checklist as a conversation starter with your MarketShare contacts and confirm any firm-specific requirements with the appropriate team member.
1
Connect with your MarketShare contacts
Save the contact details below and identify who to contact for operations, supervision, business development, and insurance or case-design support.
2
Complete your advisor intake
Complete the advisor intake form and confirm with your MarketShare contact which additional onboarding information or documents are needed.
3
Review access and workflows
Discuss the systems, portals, licensing, supervision, operations, and case-submission workflows relevant to your practice. Request access through the appropriate team member.
4
Share your practice vision
Talk through your business model, clients and niche, goals for the next 1–3 years, current pinch points, and where additional support could make a difference.
5
Explore growth and continuity resources
Ask about practice development, strategic vendor relationships, operational efficiency, succession planning, and business continuity resources.
6
Join the community
Connect with other advisors and ask about upcoming events, peer conversations, and opportunities to share ideas and experience.
Helpful reminder: This welcome page is a guide, not a substitute for official firm procedures, compliance guidance, or required onboarding documents. Your MarketShare contact can help confirm the correct process for your affiliation and business.
People make the difference
Meet your MarketShare team.
Start with the person closest to your question—or reach out and we’ll help point you in the right direction.
Jermaine Clemons
Chief Strategy Officer
jclemons@osaicwealth.com317.573.2250 ext. 2270
Kyndra Packard
Chief Operating Officer
kpackard@osaicwealth.com317.573.2250 ext. 2485
David Shoup
Chief Business Development Officer
dshoup@marketsharefinancial.com317.573.2250 ext. 2247
Eric Millican
VP of Strategic Partnerships & Development
emillican@osaicwealth.com317.573.2250 ext. 2465
Joelle Ladner
Business Development Manager
jladner@osaicwealth.com317.573.2250 ext. 2462
Gracey Garlitz
Strategic Initiatives Manager
ggarlitz@osaicwealth.com317.573.2250 ext. 2471
Michael Hutto
OSJ Branch Manager & Senior Insurance Consultant
mhutto@osaicwealth.com317.573.2250 ext. 2475
Brett Jackson
Senior Supervision Analyst
bjackson@osaicwealth.com317.573.2250 ext. 2481
Cameron Bando
Case Design & Business Development Associate
cbando@marketsharefinancial.com317.573.2250 ext. 7317
Corey Norman
Financial Advisor
cnorman@msfadvisors.com317.573.2250 ext. 2483