Derrick Nguyen is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. Before joining OSAIC in 2025, he worked at Lincoln Financial Advisors for 11 years. He is also licensed as an insurance agent, offering various insurance products including accident/health, disability, fixed/indexed annuities, long-term care, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using firm-provided tools and automated processes to construct diversified portfolios on discretionary and non-discretionary bases.

Chintana Griffin is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lincoln Financial Advisors, Mutual of Omaha, Park Avenue Securities, and Guardian Life Insurance Company of America. She also conducts non-variable insurance and annuity sales as an insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Roberto Duran is a financial advisor with OSAIC, holding a Series 66 designation and 26 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors. Outside of his advisory work, he is involved in managing insurance-related business entities that offer disability, long-term care, and life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and diverse advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include various securities and alternative investments.