William Newbury is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked at Sagepoint Financial and various insurance carriers for W&R Insurance Agencies. Newbury has managed his own advisory business, William Glen Newbury, since 2011. OSAIC serves a mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

James Lam is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at OSAIC since 2023 and concurrently at Fsc Securities Corporation since 2004. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Timothy O'Brien is a financial advisor with OSAIC based in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various asset-allocation tools and supports multiple advisory platforms.

Gloria Koester is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has worked at FSC Securities Corporation and Nettuno & Associates Inc. since 2006. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a variety of investment options across multiple platforms.

Sean Dunn is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones for eight years. Prior to his advisory career, he spent 14 years at Lockheed Martin Aeronautics Corporation as an electrical engineer and project lead for hardware in avionics test labs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and retirement consulting. The firm utilizes proprietary asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Joseph Catalfano is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes positions at FSC Securities Corporation and SagePoint Financial. Outside of finance, he has been involved with La Familia Hair Salon for over a decade. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of securities, providing discretionary and non-discretionary account options.

Michael Kennedy is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked at Life Investors since 1999, Royal Alliance Associates since 2018, and Signator Investors from 2016 to 2018 before joining OSAIC in 2023. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.