Melissa Mcfadden is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and SII Investments. Outside of advisory work, she serves as Operations Manager at SFS Wealth Management. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Jason Kendall is a CFP® professional with 17 years of experience in financial advising. He currently works at Osaic and has previously been with Woodbury Financial Services Inc and Sii Investments. Outside of his advisory work, he serves as president of the National Greentown Glass Association, a nonprofit organization, and owns an antique glassware business. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

William Snow is a financial advisor at OSAIC with 42 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc. and SII Investments, Inc., and he has operated William Snow Associates since 1981. Outside of advising, he is an insurance agent and a partner in an LLC that owns commercial office properties. Osaic Wealth, Inc. serves a diverse clientele ranging from individuals to institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios utilizing a broad range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.