Richard Curran is a CFP® with 30 years of experience in the financial services industry. He is currently with OSAIC and previously worked at LPL Financial for 23 years and Independent Advisor Alliance, LLC for six years. Outside of advising, he serves as a FINRA arbitrator and has authored a basic investment book titled "Keep It Simple, Stupid." He also manages a donor-advised fund known as The Curran Family Fund. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, using firm-provided asset allocation tools and third-party platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Wynne Curran is a financial advisor at OSAIC with 13 years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2026, Curran worked at LPL Financial for 21 years and Independent Advisor Alliance, LLC for five years. Curran is involved with The Curran Family Fund, a donor advised fund established in 2023. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types and supports both discretionary and non-discretionary account management.