Richard Lawrie is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has previously worked at Meeder Investment Management, Kestra Investment Services, Principal Financial Services, and Nationwide Investment Services Corporation. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers discretionary and third-party management options.

Kristen Sydney is a financial advisor with OSAIC in Columbus, OH, holding a Series 63 designation and possessing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation since 1998 before joining OSAIC in 2025. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, a nonprofit granting organization in Ohio. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Paul Gydosh Jr. is a CFP® professional with 38 years of industry experience, currently with OSAIC since 2025. He spent 37 years at Lincoln Financial Advisors Corporation prior to joining OSAIC. Outside of his advisory work, he is a co-author of the book "Mastering Your Financial Success," a co-owner of an AI firm, and serves as volunteer head of the Board of Advancement at the Russ College of Engineering, Ohio University. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and multi-advisor platform.

Thomas Costantiello is a CFP® professional with 32 years of industry experience. He is currently with OSAIC, where he has worked since 2023, having previously been with FSC Securities Corporation, Woodbury Financial Services, Inc., and Osaic FA, Inc. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name associated with his advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Michael Hackett is a financial advisor at Osaic with 39 years of industry experience. He holds a Series 63 designation and previously spent 32 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is the owner of Hackett Wealth Management, LLC. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.

Patrick Giller is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked extensively with Lincoln National Life Insurance Company and its affiliated entities since 1993. In addition to his advisory role, he is an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. Osaic Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

James Johnson is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. Osaic Wealth serves a diverse client base, including retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and multiple platform arrangements.

Darnell Perkins is a financial advisor at OSAIC with 37 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Perkins holds a Series 63 designation. Outside of his advisory role, he is licensed as an insurance agent offering fixed and equity-indexed annuities, as well as traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Michael Barrett is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various advanced tools and third-party managers.

John Williamson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Bueter & Associates Inc. Williamson is also a CPA and provides tax return preparation and tax audit consulting outside of his advisory work. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with a range of managed account programs and third-party investment options.

Andrew Devantier is a financial advisor with Osaic, holding over 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years and operates Devantier and Associates, a CPA firm. In addition to his advisory role, he is involved in offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, delivering a range of brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, supporting various investment strategies and third-party manager selections.

Ryan Thomas is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Morgan Stanley Smith Barney, Abercrombie, and JPMorgan Chase. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies across various account types.

Jeffrey Lammert is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC since 2025. He has previously worked at Lincoln Financial Advisors, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and Raymond James Financial in various capacities. Jeffrey is also licensed to offer insurance products including accident and health, disability, long term care, annuities, and life insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a multi-advisor platform offering brokerage and advisory services, encompassing financial planning, managed portfolios, and third-party money manager programs.

John Schatz is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and previously spent 25 years at Lincoln Financial Advisors. Outside of his advisory work, he is an active numismatist, collecting and occasionally trading coins. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Paula Tarpey is a financial advisor at Osaic with 25 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she is an author who co-wrote a chapter on planning for unique families in the book *Master Your Financial Success* and serves on the board of a nonprofit focused on educational training and resources for schools. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. Its investment approach is model-based, emphasizing asset allocation, portfolio optimization, and risk management, supported by a large and complex affiliate network.