Kenneth Brown is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, LPL Financial, and NorthWest Bank. Brown also sells fixed life insurance and annuities through a third-party broker. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolios managed on discretionary or non-discretionary bases.

Debra Field is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America and Investacorp, Inc. In addition to her advisory role, she is licensed to sell life, accident, and health insurance and writes variable annuity products for New York State approved school plans. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with multiple investment platforms and employs sophisticated tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset classes.

Callen Barron is a financial advisor at OSAIC with a Series 66 credential. He has been in the industry since 2026 and has held positions at both OSAIC and Weinberg Financial Group. His prior work experience includes roles at Southern New Hampshire University, Mercyhurst University, Chautauqua Institution, and Southwestern Central School. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering portfolios managed on discretionary or non-discretionary bases.

Stephen Frank is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, SECURITIES AMERICA, Inc., and Investacorp. Prior to his financial services career, he was employed at Seneca Allegany Casino for sixteen 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 provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party resources to manage portfolios across multiple investment types.