Adam Sloan is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked with Securities America Advisors for six years. Outside of financial services, he has experience in construction and road maintenance, operating heavy equipment part-time. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and uses a range of analytical tools and third-party platforms to construct and manage portfolios across various asset classes.

Stephen Sloan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at firms including Securities America Advisors and Wayne Buchannan, and operates his own advisory service, Steve Sloan Financial Services, as well as a business selling indexed annuities and term life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.