Will Callahan is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 16 years of industry experience. He has worked at SagePoint Financial since 2010 and currently operates Callahan Financial Solutions, where he provides fixed and traditional insurance product evaluations including term life, universal life, whole life, and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses firm-provided tools and multiple platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Mark Callahan is a financial advisor with OSAIC based in Fairhope, Alabama, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he owns Callahan Financial Solutions, where he focuses on evaluating and implementing fixed and traditional insurance products such as term life, universal life, and whole life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with a multi-asset investment approach, utilizing proprietary tools and third-party solutions for portfolio construction and management.