Phillip Horton is a financial advisor at Osaic Wealth, Inc. with 4 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles including positions at Investment Research Corporation and MassMutual Life Insurance. Outside of his advisory work, he is involved in personal coaching through a sole proprietorship and has experience in property management and sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options and utilizes various tools such as asset-allocation models and automated rebalancing to construct customized investment strategies.

David James Ong Guan Pun is a financial advisor with OSAIC Wealth, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His work history includes positions at Lincoln Financial Advisors Corporation, Principal Securities Inc, and Principal Life Insurance Company. Outside of his advisory role, he is the CFO and co-owner of Trilock Capital LLC, a holding company for early-stage ventures in the fitness and wellness industry. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to large institutional entities, offering integrated brokerage, advisory services, financial planning, and access to multiple third-party investment platforms. The firm uses a variety of analytical tools and maintains a complex corporate structure with multiple mergers and private-equity ownership.