Paul Vann is a financial advisor at Osaic Wealth with 53 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 24 years. Outside of advising, he serves as Treasurer on the Board of the World Affairs Council Orange County, a nonprofit focused on global issues. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and maintains a complex affiliate network with private-equity ownership.

Christopher Robertson is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors and CDG A Boeing Co. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process leverages model-based asset allocation and portfolio optimization supported by various analytical tools, and it operates a complex affiliate network with a focus on scale and platform economics.

Andy Hoang is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 18 years. Outside of his advisory role, he is involved in insurance services, offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance through his agency and Gonzalez Financial & Insurance Services. Osaic Wealth serves a broad mix of retail and institutional clients, providing both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment programs, including Unified Managed Accounts and third-party money manager options.

Ricardo Graciano is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Silber Bennett Financial, and Invest Financial Corporation, among others. Outside of his advisory work, he manages a youth baseball league and operates a retail apparel and sports equipment business serving youth leagues. OSAIC is a large multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services that include comprehensive financial planning and managed portfolio solutions. The firm employs a model-based investment process focused on asset allocation and portfolio optimization and supports both discretionary and advisor-managed strategies.

Katelyn Hidde is a financial advisor with OSAIC holding a Series 66 designation and has been with the firm since 2024. Her prior work experience includes roles outside the financial industry at Mayfield Restaurant and Veggie Grill. OSAIC Wealth serves a diverse clientele including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization supported by risk assessments and multiple program options.

Jeffrey Duncan is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously spent 27 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Additionally, he serves as an insurance agent offering accident, health, disability income, and traditional life insurance, as well as fixed annuities. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various strategies and tools, with a notable scale and complex affiliate network.

Monte Fitch is a CFP® professional with 40 years of industry experience. He is currently with OSAIC and was previously with Lincoln Financial Advisors Corporation for four decades. Fitch is also licensed as an insurance agent offering disability, long-term care, traditional life insurance, and fixed and fixed-indexed annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

Oswaldo Gomez is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for two decades. Outside of advisory services, he is an insurance agent offering disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing discretionary and advisor-managed strategies alongside various third-party manager programs.

Phong Nguyen is a CFP® professional with 28 years of industry experience. He is currently with OSAIC, joining the firm in 2025 after 22 years at Lincoln Financial Advisors and prior roles at Wells Fargo Clearing and Prudential Equity Group. Outside of advisory services, he is an insurance agent offering accident, health, life, and disability insurance products. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a model-based investment process, emphasizing portfolio optimization and risk management.

Kristin Kenyon is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for two decades. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.

Richard Macbarron is a CFP® and ChFC® with 43 years of industry experience. He is currently with OSAIC, joining the firm in 2025 after 27 years at Lincoln Financial Advisors Corporation and 28 years at Osaic FA, Inc. Macbarron is also licensed as an insurance agent offering disability income and traditional life insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that provides both brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Christopher Gorham is a Series 66-licensed financial advisor at OSAIC with 11 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. OSAIC serves a wide range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and it is notable for its scale, complex affiliate network, and recent consolidation activity.

Jack Kaewpalug is a CFP® with 29 years of industry experience. He is currently with OSAIC, where he has worked since 2025, following a 32-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is licensed as an insurance agent offering disability, fixed annuities, long-term care, health, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based asset allocation process and offers a broad range of brokerage and advisory services through a multi-advisor platform.

Kimberly Kuhlman Thomas is a financial advisor at Osaic Wealth with 23 years of industry experience. She holds a Series 66 designation and was previously with Lincoln Financial Advisors Corp for 22 years. In addition to her advisory role, she is also licensed to sell life insurance and annuities. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various strategies and third-party money manager programs.

Michael Tuz is a financial advisor with OSAIC in Irvine, CA, holding the ChFC® designation and Series 63 license. He has 47 years of industry experience, including 28 years at Osaic FA, Inc. and 27 years at Lincoln Financial Advisors Corporation. Outside his advisory role, he serves as a successor trustee managing the financial affairs of a family trust. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services and employs a model-based investment process emphasizing asset allocation and portfolio optimization.

Peter Robertson is a ChFC®-designated financial advisor with 39 years of industry experience. He is currently with Osaic and previously worked for Lincoln Financial Advisors Corporation and Osaic FA, Inc. Robertson also owns a business entity used to manage his business expenses. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.