Sierra Lindman Marshall is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and The Resource Group. Outside of her advisory role, she offers long-term care and traditional life insurance along with life settlements through Marshall Wealth Advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Peyton Lindman Marshall is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Group and a role with the Ministerio de Educacion in Spain. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers a broad range of investment advisory and brokerage services with portfolio construction supported by asset-allocation tools and access to third-party managed accounts.

John Marshall is a financial advisor at OSAIC with 29 years of industry experience. He held a long tenure at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory role, he owns and operates an insurance agency offering various life and health insurance products and is involved in managing legal entities related to his business interests. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs asset-allocation tools and risk-tolerance analyses to construct diversified portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.