Chad Parmenter is a financial advisor at OSAIC with 34 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Securities America, Inc. for 17 years. Outside of advising, he serves as a trustee for family portfolios focused on income and growth. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Kyle Temple is a CFP® professional with nine years of industry experience, currently affiliated with OSAIC in Bellevue, WA. He has previously worked at Securities America Advisors and Sovereign Wealth Advisors, and operated a self-employed advisory business for one year. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create portfolios with a range of investment options, while offering integrated brokerage and advisory services.

Maico Santos is a financial advisor at OSAIC with a Series 65 designation and three years of industry experience. His prior roles include positions at Brighton Jones and Wells Fargo Bank, as well as teaching appointments at Washington State University’s Carson College of Business and Yakima Valley College. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.