Stephan Stoimenoff is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and PRUCO Securities, LLC since 2010. His activities include occasional assistance with Medicare Supplement Insurance upon client request. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types on either a discretionary or non-discretionary basis.

Thomas Patton is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including New York Life and Eagle Strategies. Outside of his advisory role, Patton provides musical entertainment as a vocalist for restaurants and events. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and offers a range of integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.