Paul Vann is a financial advisor at OSAIC with 53 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 24 years. Vann is also a board member and treasurer of the World Affairs Council Orange County, a nonprofit organization focused on educating the community on global issues. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary portfolio management across diverse investment products.

Christopher Robertson is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for six years and CDG A Boeing Co for two years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party managed account solutions.

Andy Hoang is a financial advisor at Osaic with 18 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 18 years before joining Osaic in 2025. Hoang holds a Series 66 designation and is also involved in offering accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and long-term care insurance through Gonzalez Financial & Insurance Services. 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 provides integrated brokerage and investment advisory services and utilizes various tools and third-party platforms to construct and manage diversified portfolios.

Ricardo Graciano is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Lincoln Financial Advisors, Silber Bennett Financial, and Claraphi Advisory Network. Outside of advising, he is involved in youth sports through his role administering a youth baseball league and operating a retail business selling apparel and sports equipment to youth leagues. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party managers, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Jeffrey Duncan is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Duncan is also involved in offering various insurance products, including accident, health, disability income, traditional life insurance, and fixed annuities through VantagePoint Advisors Group. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services with access to third-party money managers and various managed account solutions. The firm employs diverse asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment vehicles.

Monte Fitch is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Osaic. Prior to joining Osaic in 2025, he spent four decades at Lincoln Financial Advisors. Fitch also acts as an insurance agent, offering disability, long-term care, traditional life insurance, and fixed and fixed-indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors. The firm integrates brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to manage portfolios across a wide range of investment vehicles.

Oswaldo Gomez is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 20 years before joining OSAIC in 2025. In addition to his advisory role, he acts as an insurance agent offering disability insurance, fixed/indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to tailor portfolios that include a range of investment types and management options.

Phong Nguyen is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with OSAIC since 2025. He previously spent 22 years with Lincoln Financial Advisors. Nguyen is also active as a licensed insurance agent offering various health and life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations, providing integrated brokerage, investment advisory, and financial planning services through a broad network of affiliated advisors. The firm utilizes asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Kristin Kenyon is a financial advisor with OSAIC in Irvine, CA, holding a Series 66 designation and 20 years of industry experience. She spent 20 years with Lincoln Financial Advisors before joining OSAIC in 2025. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, while maintaining a complex corporate structure with multiple mergers and private-equity ownership.

Richard Macbarron is a CFP® and ChFC® with 43 years of industry experience. He is currently with OSAIC since 2025 and previously spent 27 years at Lincoln Financial Advisors Corporation. In addition to his advisory work, he offers disability income and traditional life insurance products as an agent and places his life insurance business through an MGA. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Christopher Gorham is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Osaic since 2025 and previously spent 10 years with Lincoln Financial Advisors Corporation. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations, through a large network of affiliated advisers. The firm offers brokerage and advisory services using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Jack Kaewpalug is a Certified Financial Planner® with 29 years of industry experience. He has been with OSAIC since 2025 following a 32-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed to offer disability insurance, fixed annuities, long-term care insurance, health insurance, and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients, including individual, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes various asset-allocation tools and third-party services to construct portfolios that include a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Kimberly Kuhlman Thomas is a financial advisor at OSAIC with 22 years of industry experience. She previously worked for Lincoln Financial Advisors Corp for 22 years before joining OSAIC in 2025. She holds the Series 66 designation. In addition to her advisory role, she conducts business as an agent selling life insurance and annuities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and platforms. The firm employs asset-allocation tools and third-party managed-account solutions to construct portfolios tailored to client risk profiles.

Michael Tuz is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. He also serves as a successor trustee managing the financial affairs of a family trust. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage diversified portfolios across multiple investment types.

Peter Robertson is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Robertson also offers fixed insurance products and other insurance services through affiliated agencies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.