Geoffery Forsyth is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and bringing 22 years of industry experience. His career includes positions at Securities America Advisors and South Carolina Bank & Trust. Forsyth is also involved in insurance sales through an affiliated business. Osaic Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutions, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

Troy Ernzer is a CFP® with 24 years of experience in the financial industry, currently serving at OSAIC. He previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for seventeen years. Outside of his advisory role, Ernzer is Executive Vice President of VantagePointe Financial, an insurance brokerage, and operates a small plow service and vehicle-sharing business in his community. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

John Mackintosh is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at THE O.N. Equity Sales Company for 18 years before joining OSAIC in 2026. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Anne Topping is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Anne is involved in the sales and marketing of securities through her role at Scenic City Wealth, LLC. 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 provides various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Trevor Lawson is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii from 2013 to 2018. He volunteers as an instructor, teaching courses on financial preparation for widowhood to individuals aged 50 and over. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services along with various managed account solutions and access to third-party money managers. The firm employs a range of asset-allocation tools and maintains multiple platform relationships to support diverse client needs.

Arnaud Berry is a financial advisor with OSAIC in South Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is involved as a principal at Zahorik Financial & Insurance Services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by various asset-allocation tools and third-party manager solutions.

Shane O'Malley is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 11 years. He is a member of the board and treasurer for Theta Zeta Corp, Inc., a fraternity alumni housing corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage a wide range of investment products across discretionary and non-discretionary accounts.

Kevin Anderson is a financial advisor with OSAIC in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent two years at Sii. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of asset-allocation tools and offers portfolios with stocks, bonds, options, and alternative investments, managed on discretionary or non-discretionary bases.

Steven Yazbeck is a financial advisor with OSAIC based in Scottsdale, Arizona, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. Outside of advisory work, he is a partner in Mosaic Wealth Solutions LLC and owner/partner of Zucca LLC, both involved in supporting his financial advisory business operations. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using firm tools and access to third-party managers, accommodating both discretionary and non-discretionary accounts.

Amanda Gonzalez is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has previously worked at Securities America Advisors and AXA Advisors, LLC. Outside of her advisory role, she is involved with Heritage Harbor Financial Associates and Highland Capital Brokerage, where she engages in life insurance and fixed annuity sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm utilizes a range of tools and third-party platforms to construct and manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Scott Purcell is a ChFC®-designated financial advisor with 32 years of industry experience. He currently works at Osaic Wealth, Inc. and previously spent nine years with Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory role, Purcell serves on the boards of the Avonworth Hockey Club and the Estate Planning Council of Pittsburgh. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using firm-provided tools and risk assessments to construct diversified portfolios.

Bryan Pendrick is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc. for 15 years. Pendrick is active in the golf community, serving on executive committees for the Long Island Golf Association and the Metropolitan Golf Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement consulting services. The firm utilizes a range of asset-allocation tools and third-party platforms to manage portfolios across various investment types on discretionary and non-discretionary bases.

Troy Pangelinan is a CFP® professional with two years of industry experience, currently affiliated with Osaic. He previously worked at San Diego Wealth and F.A.I.T.H. Driven Planning and served six years in the United States Air Force. His background also includes a role with DNA Clothing. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutional clients, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Mark Kovacs is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at FSC Securities and Cambridge Investment Research Advisors. Kovacs also operates as an independent insurance agent offering fixed life insurance and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing sophisticated asset-allocation tools and a range of investment options across multiple platforms.

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Royal Alliance Associates, Lincoln Financial Distributors, and The Vanguard Group. Outside of her advisory role, she is involved with Bala Financial Group, focusing on the sales and marketing of fixed annuities and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

James Goff is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Mr. Goff has worked with Royal Alliance Associates, Inc. since 2010 and Capitol Street Financial Services Group, LLC since 2004. He serves as Vice-Chairman of the Board at Mercer University School of Medicine and is also a member of a homeowners association board for a community near Lake Oconee, Georgia. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios that include a range of investment types, operating on both discretionary and non-discretionary bases.

Daniel Campos is a ChFC®-designated financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2024. His previous roles include positions at Securities America Advisors, RBC Capital Markets, and UBS Financial Services. Campos serves on several nonprofit boards, including De Profundis, Inc. and Child Justice, Inc., and volunteers with organizations focused on workforce diversification and professional networking. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools and a variety of investment vehicles to construct portfolios managed on discretionary or non-discretionary bases.

Jeffrey Davis is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sagepoint Financial, Inc. for over 10 years. In addition to his advisory role, he is involved in insurance sales and serves as a representative for Brayshaw Financial Group LLC, focusing on the sale of fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of investment strategies and platforms, including automated asset allocation tools and unified managed accounts, serving individual investors, corporations, and charitable organizations.

Jack Hosmer Jr. is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 10 years. He is also president of Junior Mills Corp, a CPA and tax preparation firm, and has worked with Robinson, Pietras, Kalisky, PC as a staff accountant since 1993. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and supports a variety of investment vehicles, managing portfolios on both discretionary and non-discretionary bases.

Michael Tanneberger is a financial advisor with OSAIC in Coeur d'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Royal Alliance since 2017 and previously spent 12 years at National Planning Corporation. Outside of his advisory role, he serves on the board of an Idaho nonprofit and is a member of the Coeur d'Alene Rotary Club and Chamber of Commerce. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-assessment techniques to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.