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Joseph H
CFP®, Series 63
Greenville, PA
OSAIC
Joseph Henegan is a financial advisor with OSAIC based in Greenville, PA, holding the CFP® designation and Series 63 license, with 40 years of industry experience. He has been associated with Royal Alliance since 2007. Outside of his advisory work, Henegan serves as treasurer for the Jamestown Area School District Foundation and has acted as a township auditor since 1990. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers and multiple platforms. The firm integrates brokerage and advisory services, employing asset-allocation tools, managed portfolios, and third-party solutions to support discretionary and non-discretionary accounts.
Zachary H
Series 66
Greenville, PA
OSAIC
Zachary Henegan is a financial advisor with OSAIC based in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Royal Alliance Associates since 2017 and operates Henegan Financial Services, a sole proprietorship focused on research and office administration. Prior to his financial services career, he worked for Pennsylvania State DCNR from 2013 to 2016. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed-account platforms. The firm employs asset-allocation tools and automated rebalancing and supports multiple investment vehicles managed on discretionary or non-discretionary bases.
Tyler W
Series 66
Greenville, PA
OSAIC
Tyler Wasser is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Grenville Savings Bank, Citizens Securities, Inc., Citizens Bank, and Waddell & Reed, Inc. Outside of his advisory role, he is a Notary Public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.
Noah R
Series 66
Greenville, PA
OSAIC
Noah Richardson is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Henegan Financial Services and Sheetz. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to various managed-account solutions.
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