Polychronis Bonaros is a financial advisor at Osaic with 21 years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018, following a decade-long tenure at Signator Investors Inc and a year with MSI Financial Services, Inc. In addition to his advisory role, he serves as Director of the Investment Strategy Group at Signature Financial Solutions, providing internal sales support for investment and wealth management platforms. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, and is notable for its scale, recent consolidation, and complex affiliate network.

John Mckeown is a financial advisor with Osaic Wealth based in Boca Raton, FL, holding Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent seven years with Jhfn/Sii. Outside of his advisory work, he is involved with Paradigm Wealth, conducting investment and insurance business, including the sales and marketing of securities and fixed annuities. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by multiple custodial and affiliated broker-dealer and RIA relationships.

Anthony Brodeur is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at firms including Paradigm Wealth and Tremont Sporting Co. Outside of advisory work, he was involved with Brodeur Hockey School for three years. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a variety of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.