Peter Phan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for 14 years. In addition to his advisory role, he also serves as an agent offering fixed insurance products and works with Denali Wealth Management as a financial planner. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.

John Navarro III is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation and PRUCO Securities, LLC. Outside of his advisory role, he is involved in youth soccer as a referee assignor and coach for local tournaments. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options.

William Porterfield III is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and spent 27 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of his advisory work, he is also involved as a fixed annuities and life insurance agent. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of managed account solutions.