Thomas Joyce is a financial advisor at Osaic Wealth with 50 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2023, he worked for FSC Securities Corporation for 38 years and has also operated Coordinated Financial Services Ltd. since 1985. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, delivering strategies via discretionary and advisor-managed options alongside third-party money managers.

David Lewark is a financial advisor at Osaic Wealth with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors Corporation for four years and Edward Jones for eight years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by various proprietary tools and third-party manager programs.

Eva Obregon is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. She previously worked with Lincoln Financial Advisors and Edward Janulis, among other firms. Outside of advising, she operates EBA Legacy LLC for managing business expenses and provides notary public services as a free community offering. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, unified managed accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and allows advisors to tailor strategies with discretionary or advisor-managed options.