William Lynch is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and located in The Woodlands, TX. He has experience working at Osaic Wealth, Schroeder Wealth Advisors, and Osaic Advisory Services since 2026, following prior roles at 1st American Pension Services and National Life Group. Before entering the financial industry, he worked in the food service sector at Mr. Jim's Pizza. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, employing multiple program models and utilizing platforms such as Schwab, Fidelity, Envestnet, and Ladenburg Thalmann Asset Management.

Stanley Alterman is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory role, he is involved in nonprofit activities related to sailing education and serves as president of his condominium association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms.

Lee Scharenberg is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services. He is also involved in insurance sales as an insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory programs and utilizes a combination of proprietary and third-party platforms for portfolio management.

Diego Morcillo is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at GS PFM and United Capital, including United Capital Financial Advisers, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party investment platforms.

Mark Niemi is a financial advisor at Osaic Advisory Services, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors. Niemi has also owned Niemi Investments since 1987. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

John Oliva is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, AXA Advisors, and New York Life. Outside of his advisory work, he volunteers annually at Camp Erin, a charitable organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians such as Schwab and Fidelity.

Richard Tassiello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Arbor Point Advisors, and Securities America. In addition to his advisory work, he is president and owner of RSG Partners Financial & Insurance Services, Inc., a California-licensed insurance agency offering fixed insurance products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through various program models, utilizing both proprietary and third-party platforms.

Henry Kettler is a CFP® professional with 4 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Advisors and Integrated Financial. He also assists financial advisors as an advisory associate at Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through various advisory programs.

William Rolser is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Outside of his advisory work, he is involved in life and long-term care insurance sales and service through Aeon Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms like Schwab and Fidelity.

Garrett Malone is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at United Parcel Service, GM Resale, Francis Marion School, and Foot Locker. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

William Jinright is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc. and Gibson and Carden, where he is also employed as a staff accountant. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides various advisory services through multiple program models and utilizes a combination of proprietary and third-party platforms for portfolio management.

Patrick McGovern is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. Prior to joining Osaic in 2024, he spent ten years with American Portfolios Financial Services, Inc. He serves as Director of Operations and Finance for PPS Advisors, Inc. and is also a licensed notary public. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

James Clouse is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., and FSC Securities Corporation. Outside of advisory services, he is the managing member of Charles T Mitchell Company PLLC, a Certified Public Accounting firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed using proprietary and third-party platforms.

Alan Jotkoff is a CFP® and PFS™ with 39 years of experience in financial services. He is currently with Osaic Advisory Services, LLC and has prior experience at Triad Advisors, Inc. and Triad Hybrid Solutions. Jotkoff also serves on the board of directors for Plaza Health Network, a nonprofit organization providing rehabilitation and skilled nursing services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models, utilizing proprietary and third-party platforms.

Michael Parrott is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, and Thornburg Securities Corp. Outside of his advisory work, he is a director for the New Mexico chapter of Folds of Honor, a nonprofit organization that raises funds for educational scholarships. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, using multiple program models and platforms to tailor portfolios to client needs.

Thomas Kerins is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Osaic in 2024, he spent a decade with Arbor Point Advisors and Securities America Inc. He is also president of Kerins Hendrickson Wealth Management, where he manages client portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment and financial planning services through various program models, with custody and execution primarily via Schwab and Fidelity, and provides access to alternative investments and affiliated wealth management and lending capabilities.

Raymond Bramer is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. His prior positions include roles at Arbor Point Advisors, Securities America, and Wells Fargo Advisors. Outside of advisory work, he is involved in antique sales and manages farmland in Iowa, in addition to serving as a trustee for a family brokerage trust. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm provides a variety of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to construct and oversee client portfolios.

Linda Stanton is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc and Primerica Financial Services prior to joining Osaic in 2025. Osaic Advisory Services is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary and third-party platforms.

Scott Lewis is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Cetera, Vantage Financial Group, and OneAmerica Securities. In addition to advisory work, he is a licensed insurance agent selling life insurance. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting among other services. The firm delivers advisory services through multiple program models and utilizes both proprietary and third-party platforms to construct and monitor client portfolios.

Nicholas Faller is a CFP® with 10 years of industry experience and is currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Cetera and Sageview Advisory Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a variety of proprietary and third-party platforms.