Jordan Murray is a CFP® professional affiliated with OSAIC, based in Fresno, CA, with 16 years of industry experience. He previously spent 15 years with Lincoln Financial Advisors before joining OSAIC in 2025. In addition to his advisory role, Murray is an insurance agent offering various health and life insurance products and manages his practice through a legal entity, Fong Murray LLC. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services along with access to multiple third-party investment platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Scott Taylor is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 25 years. Outside of his advisory role, Taylor is also licensed to offer disability insurance, fixed and indexed annuities, traditional life insurance, and long-term care insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms to deliver customized portfolio solutions.

Martin Fong is a financial advisor with Osaic Wealth, Inc. based in Fresno, CA. He holds a Series 63 designation and has 30 years of industry experience, including three decades at Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of his advisory work, he is involved in managing a small real estate rental business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and supporting both discretionary and non-discretionary account management.