John White Jr. is a CFP® professional with 35 years of industry experience. He has worked at OSAIC since 2025 and previously spent over 30 years with Lincoln Financial Advisors Corporation. He also maintains a long-standing affiliation with Guardian Life Insurance Company. Outside of his advisory role, he offers fixed annuities and services individual health insurance policies. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform with model-based asset allocation and portfolio optimization tools, offering a range of brokerage and advisory services through affiliated broker-dealer and RIA relationships.

Anthony Chen is a financial advisor with Osaic Wealth based in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Royal Alliance Associates and Jhfn Sii. Outside of advising, he hosts the podcast Family Business Radio and serves as president and board member of XPX - Exit Planning Exchange, a nonprofit focused on advisor networking and business owner succession planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Joseph Leigner is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter and is involved in a payroll services and employee benefits company as vice president. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

James Bizzarro is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities America Advisors, Inc. and Securities America Inc from 1999 to 2024. Bizzarro is also a licensed insurance agent providing life and long-term care insurance. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering advisory and brokerage services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.