George Chobany is a CFP® professional with over 42 years of industry experience. He has worked at OSAIC since 2023 and previously spent 14 years with Sagepoint Financial, Inc. Additionally, he is involved as an agent with Allied WM Insurance Services LLC, providing life, health, disability, and long-term care insurance services. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage diversified portfolios on discretionary or non-discretionary bases.

Timothy Brereton is a CFP® with 34 years of industry experience, currently serving at Osaic since 2023. He previously worked at SagePoint Financial for eight years. In addition to his advisory role, he owns Allied WM Insurance Services LLC, which provides life, accident, health, dental, disability, and Medicare-related insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory services, financial planning, and access to third-party managers through multiple platforms. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management approaches.