Peter Phan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Lincoln Financial Advisors Corporation for 14 years. Outside of his advisory role, he is involved as a financial planner with Denali Wealth Management and offers fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across multiple platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct portfolios with a broad range of investment options.

John Navarro III is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 18 years before joining OSAIC in 2025. Outside of his advisory work, Navarro is involved in youth soccer as a referee assignor and coach for local tournaments. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various platform tools and third-party solutions, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

William Porterfield III is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously spent 27 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved as an insurance agent offering fixed and indexed annuities and fixed life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating a broad range of investment options.