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Christine B

Series 63

Bala Cynwyd, PA

OSAIC

Christine Beschen is a financial advisor with OSAIC, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at firms including American Portfolios Advisors, Inc. and BCG Securities, Inc. In addition to her advisory work, she has experience in insurance sales through ownership of Haddon Planning Group. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutional entities, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and provides access to a wide range of investment options and third-party managed account solutions.

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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Randall C

CFP®, ChFC®, Series 63

Bala Cynwyd, PA

OSAIC

Randall Cole is a CFP® and ChFC® with 48 years of industry experience, currently affiliated with OSAIC since 2024. Prior to joining OSAIC, he spent 13 years with American Portfolios Financial Services, Inc. He is also involved in several business activities, including ownership and management roles in Coactive Wealth Strategists LLC and RSC Wealthstream Partners, LLC, as well as serving as a trustee for family-related trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive investment and financial planning services supported by firm-provided asset-allocation tools, third-party money managers, and unified managed accounts.

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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Jonathan R

Series 63, Series 65

Bala Cynwyd, PA

OSAIC

Jonathan Reardon is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including American Portfolios Financial Services and BCG Securities. Outside of his advisory work, Reardon is actively involved in nonprofit rowing organizations, serving as president and vice president of multiple rowing associations focused on fundraising and boathouse operations. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services. The firm utilizes a variety of asset-allocation tools, third-party money managers, and automated rebalancing in constructing portfolios across multiple investment types.

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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Robert P

CFP®, Series 63, Series 65

Bala Cynwyd, PA

OSAIC

Robert Protesto IV is a CFP® professional with 18 years of experience in the financial services industry. He is currently with OSAIC and previously worked at American Portfolios Advisors, Inc., American Portfolios Financial Services, PSS Benefits, LLC, and BCG Securities. Protesto holds Series 63 and Series 65 licenses and operates an insurance agency focusing on fixed insurance products. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, with access to multiple third-party money managers and platforms.

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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Gregory S

Series 63, Series 65

Bala Cynwyd, PA

OSAIC

Gregory Stosuy is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BCG Securities, Inc. and American Portfolios Financial Services Inc. He is also involved in insurance planning through Haddon Planning Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using multiple investment vehicles and third-party platforms.

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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