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Brett S

Series 63, Series 65

Greenwich, CT

OSAIC

Brett Sigler is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Sigler is also a member of the Estate Planning Council of Lower Fairfield County. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and advisory platforms supported by automated tools and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles R

Series 66

Cincinnati, OH

OSAIC

Charles Rowland III is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and three years of industry experience. His prior roles include positions at Securities America Advisors and ROI DNA. He also operates an insurance agency where he researches and recommends insurance products and writes policies. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and investment advisory services, including third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicholas D

Series 63, Series 65

Malvern, PA

OSAIC

Nicholas Del Viscio is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Pacific Life Insurance, Equitable Distributors, and AXA Distributors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing proprietary asset-allocation tools and offering access to multiple advisory platforms and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christine A

Series 66

Arden Hills, MN

OSAIC

Christine Ansley is a financial advisor with Osaic Wealth, Inc. in Arden Hills, MN, holding a Series 66 credential and six years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020 and has been associated with Financial Dimensions Group Inc. since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management while maintaining a complex corporate structure involving multiple mergers and private-equity ownership.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tracy J

Series 63

West Chester, OH

OSAIC

Tracy Jones is a financial advisor at OSAIC with 27 years of industry experience. She holds the Series 63 designation and has previously worked at Southland Equity Partners and FSC Securities Corporation. Outside of advisory work, she has hosted a talk show discussing current issues. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas B

CFP®, ChFC®, Series 63

Cincinnati, OH

OSAIC

Thomas Buchheit is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for 37 years at Fortis Investors, Inc./Woodbury Financial Services, Inc. In addition to his advisory role, he is a partner at CIC Agency Inc., a property insurance business, and serves as counsel member for Saint Thomas More Parish. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin L

Series 63, Series 65

Morristown, NJ

OSAIC

Kevin Lanahan is a financial advisor with Osaic Wealth, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Signator Investors, Inc. for 22 years before joining Osaic in 2018. Lanahan also serves as a board trustee for the Mendham Area Senior Housing nonprofit organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Peter H

Series 66

Plymouth, MN

OSAIC

Peter Haagenson is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. His prior work includes roles at VMware and Blue Medora. Haagenson holds positions at multiple financial advisory entities, working with clients on investments, estate planning, and financial needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mahesh D

CFP®, CFA®, Series 63

Bellaire, TX

OSAIC

Mahesh Desai is a CFP® and CFA® credentialed financial advisor with 32 years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial and operates his own CPA sole proprietorship. He volunteers with CFA Society Houston, participating in activities such as event coordination, mentoring, and financial literacy programs. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard A

Series 63, Series 65

Brea, CA

OSAIC

Richard Armento is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes long-term roles at Washington Square Securities, DMA Insurance Services Inc., and Annelor Inc. Outside of his advisory work, Armento serves as president of several insurance-related businesses that focus on property and casualty insurance and support independent insurance agencies. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, and supports a multi-platform, complex corporate structure with multiple mergers and third-party partnerships.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James L

Series 66

Orange Village, OH

OSAIC

James Levine is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he is a children's chess instructor. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and third-party platforms to create portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel J

Series 66

Santa Barbara, CA

OSAIC

Daniel Johnston is a Series 66 licensed financial advisor with 11 years of industry experience, currently with OSAIC since 2025. He previously worked for Lincoln Financial Advisors for 11 years. Johnston is also an insurance agent offering accident and health insurance, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance 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 with access to multiple advisory platforms and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory M

Series 63, Series 65

Washingtonville, NY

OSAIC

Gregory Mirecki is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at OSAIC since 2023, following six years with Fsc Securities Corp and 20 years at SII Investments, Inc. He also operates Ferrigno Financial, providing financial advising services, and acts as an insurance agent soliciting fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jerry P

Series 63, Series 65

Poplar Bluff, MO

OSAIC

Jerry Pyles is a financial advisor at OSAIC with 33 years of industry experience. He previously worked at Edward Jones for 10 years before joining OSAIC in 2026. He holds Series 63 and Series 65 licenses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cameron S

Series 63, Series 65

Fort Worth, TX

OSAIC

Cameron Stansbury is a financial advisor at OSAIC with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at OSAIC, SagePoint Financial, Inc., and TriOak Financial Group. He also has a background in education, having worked in a school setting for ten years. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct and manage client portfolios that may include various investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David H

CFP®, ChFC®, Series 63, Series 65

Shoreview, MN

OSAIC

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ejigayehu M

Series 63, Series 66

Scottsdale, AZ

OSAIC

Ejigayehu Mesfin is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at FSC Securities Corp. since 2001 and has been with OSAIC since 2023. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various investment platforms, asset-allocation tools, and third-party managers to construct portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Caleb L

CFP®, ChFC®, Series 66

Huntsville, AL

OSAIC

Caleb Lawler is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with OSAIC and previously worked at Edward Jones and Hexagon Safety & Infrastructure. Outside of his advisory role, he is a limited partner in Alabama Ice, LLC, where he participates in administrative business activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a wide range of investment products.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Founder/Business Owner
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Daniel G

Series 66

Scarsdale, NY

OSAIC

Daniel Gao is a financial advisor at OSAIC with three years of industry experience. His prior roles include positions at Lincoln Financial Advisors, JPMorgan Chase, Citigroup, and Fidelity Investments. Outside of his advisory work, he is the sole owner and president of New Horizons Advisory Group LLC, providing market research and consulting services, and he also offers various insurance products as a licensed agent. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party managers. The firm operates a complex platform with multiple mergers and private-equity ownership, delivering a broad array of portfolio management options and financial planning services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard P

Series 63, Series 65

Melville, NY

OSAIC

Richard Pino Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for over two decades at American Portfolios Financial Services, Inc. He is also a partner in a CPA firm, Manzi, Pino & Co., and owns an insurance advisory business, Manzi Pino Advisory Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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