Thomas Joyce is a financial advisor at OSAIC with 50 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 38 years and has owned Coordinated Financial Services Ltd since 1985. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing quantitative tools and third-party resources to manage portfolios across various asset classes.

David Lewark is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors Corporation and Edward Jones. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to various investment solutions, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed-account programs.

Eva Obregon is a financial advisor at Osaic with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Janulis. Outside of her advisory work, she provides notary public services as a free community offering and manages a separate legal entity to oversee business expenses. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to build diversified portfolios, offering a range of advisory platforms and third-party managed solutions.