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Parker Y

Series 65, Series 63

Aspen, CO

OSAIC

Parker Yost is a financial advisor with Osaic Wealth, Inc. based in Aspen, Colorado. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of his advisory work, he is the owner and founder of Crispy Club LLC, a chili crisp subscription box and online marketplace. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios incorporating various investment vehicles, with options for discretionary or non-discretionary account management.

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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Nickolas O

CFP®, Series 66

Aspen, CO

OSAIC

Nickolas Ohara is a CFP® with seven years of industry experience, currently advising at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for five years and has been involved with Devlin Financial Services since 2018. Outside of his advisory role, he also has entrepreneurial experience with businesses in the food and beverage sector. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms. The firm utilizes a variety of asset-allocation tools and third-party solutions to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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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Mark D

Series 63, Series 65

Aspen, CO

OSAIC

Mark Devlin is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including over a decade at Sagepoint Financial, Inc. Devlin is also involved in insurance sales through his own agency, Aspen Financial and Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to various managed-account platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include diverse asset classes managed on discretionary or non-discretionary bases.

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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