Marciana Elliott is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Royal Alliance Associates since 2015 and at Guardian Life Insurance Company since 2010. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

James Kahn is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance since 2020 and Oppenheimer from 2008 to 2020. He also serves as Senior Director of Investments at Crown Financial Partners. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing, and supports multiple advisory platforms and third-party managed account solutions.