Joshua Brown is a financial advisor at Osaic Wealth in Alpharetta, GA, holding a Series 66 designation. He has professional experience spanning several roles since 2015, including positions at Hiscox Inc. and Georgia College and State University. Osaic Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap and non-wrap portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of discretionary and advisor-managed strategies.

Jacob Alba is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. His prior roles include positions at Wicklander-Zulawski & Associates, First Community Mortgage, Amerisave Mortgage Corporation, and SecurAmerica. Outside of finance, Alba has experience coaching baseball and working as a Lyft driver. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and brokerage across varied programs. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options, third-party manager selections, and proprietary investment models.

Herman Thompson Jr. is a CFP® and ChFC® with 21 years of industry experience, currently advising at OSAIC since 2018. He previously worked at Sii and John Hancock Mid-Atlantic Agency from 2004 to 2018. Outside of his advisory role, he serves on the Board of Directors for The Frazer Center, a nonprofit organization focused on learning and social opportunities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Richard Walters is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following 15 years at John Hancock Financial Services and SII. Walters serves as secretary and board member of Creative Community Services, a nonprofit focused on providing support for youth with developmental disabilities and mental health needs in Georgia. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, offering a range of brokerage and advisory services through an extensive multi-advisor platform.

Steven Baardon is a financial advisor at OSAIC Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several firms including IP Financial Services LLC, Innovation Partners LLC, Spartan Approach LLC, and Assured Partners of South Florida. Outside of his advisory role, Baardon operates Baardon Services, LLC, where he serves as a business growth advisor focusing on maximizing enterprise value as part of exit strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization tools, and a multi-advisor platform supported by broker-dealer and RIA relationships.

Bill Pinkerton is a financial advisor with OSAIC based in Alpharetta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Sagepoint Financial, Inc. and American General Securities Incorporated. Pinkerton serves as a trustee for family trusts and owns Pinkerton Financial Resources, an insurance and investment services business. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, third-party money manager programs, 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.

Mark Widlowski is a financial advisor with OSAIC in Alpharetta, GA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Prior to joining OSAIC in 2018, he worked for SII/John Hancock Financial Network for 15 years. Outside of his advisory role, he serves on the board of directors for the Johns Creek Chamber of Commerce and is chairperson of a local networking group called Trustegrity. He is also a high school basketball referee. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports a range of programs such as financial planning, managed portfolios, unified managed accounts, and retirement plan consulting through a complex network of affiliated broker-dealers and RIAs.