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Brian N

Series 66

Gilbert, AZ

OSAIC

Brian Nimr is a financial advisor at OSAIC with three years of industry experience and a Series 66 designation. His prior work includes roles at Waldron Partners and TravisMathew. Outside of advising, he works as a sports journalist, tracking live sports data. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers. The firm offers a range of financial planning and investment advisory services, using various asset-allocation tools and third-party solutions to construct portfolios across multiple 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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Reed L

CFP®, Series 63, Series 65

Gilbert, AZ

OSAIC

Reed Lefevre is a CFP® credentialed financial advisor with 39 years of industry experience. He has worked at FSC Securities Corporation for 33 years before joining Osaic in 2023. Lefevre operates a sole proprietorship focusing on life insurance and annuity sales and service. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party investment platforms.

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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Mitchal D

Series 63, Series 65

Gilbert, AZ

OSAIC

Mitchal Degandi is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and MassMutual. He is also involved with Cedar Creek Financial Group, where he provides life and health insurance sales along with financial planning and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes firm-provided tools and third-party platforms to construct 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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