Adam Greenspan is a CFP® and Series 66-registered advisor with 21 years of industry experience. He currently works at OSAIC and has previously held roles at Lincoln Financial Advisors, Agia, and Valic Financial Advisors. He serves as president of the Emma Greenspan Foundation, a nonprofit organization where he organizes events and assists with fundraising. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, combining technology-driven asset allocation and risk assessment tools with access to third-party money managers and portfolio solutions.

Jonathan Avis is a financial advisor with Osaic Wealth Inc. in Boston, MA, holding Series 65 and Series 63 licenses and having three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other firms. Osaic Wealth, Inc. 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 through a network of advisers, utilizing asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

Alexander Lacroce is a financial advisor with Osaic who holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. He is also an author of science fiction and fantasy books. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of advisory services and investment solutions through a large network of affiliated financial advisers and multiple platforms.

Scott Berenson is a financial advisor at Osaic Wealth, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Sentry Hill Financial Advisors (dba Northwestern Mutual) and Aqua Leisure Recreation, LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Joseph Phillips Sr. is a financial advisor at OSAIC with 25 years of experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors Corporation, Lincoln Financial Advisors, and Santander Securities, LLC. In addition to his advisory role, he is also licensed as an insurance agent offering accident, health, disability income insurance, fixed annuities, fixed index annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment products and third-party platforms.

Kathryn Broy is a CFP®-certified financial advisor with 13 years of industry experience, currently with OSAIC in Boston, MA. She previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of her advisory role, she co-owns an electric vehicle charging station company and is involved in managing a photography business with her wife. OSAIC serves a diverse range of retail and institutional clients and offers integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and provides access to multiple investment platforms and third-party money managers.

Jeffrey Dewald is a financial advisor with OSAIC in Boston, MA, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He previously spent over two decades at Lincoln Financial Advisors Corporation before joining OSAIC. Outside of his advisory role, he is involved in several insurance-related ventures and serves as a trustee for family trusts. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, blending technology with access to third-party money managers.

Lawrence Riddell is a financial advisor at Osaic Wealth Inc. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes nearly three decades at Signator Investors, Inc., followed by roles at various John Hancock investment and brokerage entities. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio solutions that utilize asset-allocation tools, risk assessments, efficient-frontier analysis, and access to third-party money managers.

Thomas Fallon is a financial advisor with Osaic Wealth Inc. in Boston, MA, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Shepherd Kaplan Krochuk, LLC, Fiduciary Trust Company, and The Vanguard Group. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Jack Friel is a financial advisor at OSAIC with 48 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. In addition to his advisory role, he is licensed as an insurance agent offering traditional life insurance, fixed annuities, and fixed life settlements. 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 through a broad network of advisors, employing asset-allocation tools and multiple advisory platforms to construct and manage portfolios tailored to client needs.

Peter Raskin is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Raskin serves as an elected board member of Volunteers of America Massachusetts, a nonprofit organization providing social services in the Boston area. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation and portfolio management tools.

Benjamin Arter is a Series 66-licensed financial advisor at Osaic Wealth, Inc. based in Boston, MA. He has been with Osaic since 2024 and has prior experience in various roles outside the financial industry, including time at Dunkin Donuts and university-related organizations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Timothy Mcnally is a financial advisor with Osaic Wealth, Inc. in Boston, MA. He holds Series 63 and Series 65 designations and has seven years of industry experience. His prior work includes roles at Voya Financial Advisors, Manulife John Hancock Brokerage Services, John Hancock, and MassMutual. Osaic Wealth serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by multiple platforms and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across a broad range of investments.

William Sexton is a financial advisor at Osaic with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Fidelity Investments, Louison, Costello, Condon & Pfaff, LLP, and Capstone Partners. Outside of finance, Sexton has been involved with the Milton Hoosic Club and the Town of Milton. OSAIC serves a diverse client base ranging from individual investors to pension plans and charitable organizations, offering a wide range of advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that include various asset classes and supports both discretionary and non-discretionary accounts.

Faith Arter is a financial advisor at OSAIC with over 42 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Advisors Corp for 22 years. Outside of her advisory role, she serves as board president of the MA 9/11 Fund, a nonprofit organization involved in commemorative and educational activities related to the September 11 attacks. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services along with access to various investment products and third-party management solutions.

Christen Mc Carthy is a financial advisor at Osaic with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Lincoln Financial Advisors, Santander Bank, Santander Securities, and Prudential Insurance Company of America. Osaic Wealth, Inc. serves a diverse range of retail and institutional 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, retirement consulting, and access to multiple advisory platforms and third-party money managers.