Lee Shaffer II is a financial advisor with OSAIC based in Denver, PA, holding the Chartered Financial Consultant (ChFC®) designation along with Series 63 and 65 licenses. He has 39 years of industry experience, including over three decades at Signator Investors, Inc., followed by eight years at Royal Alliance Associates, Inc. Outside of his advisory roles, Lee serves as an elder for a local church, participating in ministry activities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, using a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

David Shaffer is a financial advisor with OSAIC based in Denver, PA. He holds a Series 66 designation and has four years of industry experience. Prior to joining OSAIC in 2021, he worked at Temple University and Cairn University. Outside of his advisory role, he serves as a deacon and treasurer for Christ Alone Fellowship and is a board member of the nonprofit The Cypher Spot, where he participates in financial oversight and budgeting. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.