William Larkin Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory work, he has been a basketball official since 2010. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across various asset classes.

Neil Egleston is a financial advisor with OSAIC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Northeast Securities. Outside of advisory work, he is an investor in ACT Capital Partners LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided asset allocation tools and automated rebalancing to manage portfolios across various asset classes.