Mark Ellman is a financial advisor at OSAIC with 15 years of industry experience. He has held positions at Lincoln Financial Advisors for 15 years prior to joining OSAIC in 2025. In addition to his advisory work, Ellman has written a theatrical screenplay that he is seeking to sell to a film production company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers. The firm employs various asset-allocation tools and third-party services to offer integrated brokerage, investment advisory, and portfolio management solutions.

Kishore Mirchandani is a financial advisor with OSAIC based in Irvine, CA, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior experience includes 12 years at Lincoln Financial Advisors. He serves as a board member for ADF Foods Ltd. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts with varied investment options.