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Brian G

CFP®, Series 63, Series 65

Fernandina Beach, FL

OSAIC

Brian Griffith is a CFP® professional with 41 years of industry experience. He is currently with OSAIC and has previously worked at Ameriprise and LPL Financial. Griffith also holds an insurance agency role involving the sale of insurance products. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of affiliated advisers and utilizes firm-provided tools and third-party services to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John M

Series 63, Series 65

Fernandina Beach, FL

OSAIC

John Mandt is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Mutual of Omaha for a combined 13 years. Outside of his advisory role, he is a co-owner of a business that sells lawn and garden ornaments and also operates as a health insurance broker. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a variety of portfolio construction tools and supporting both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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