Daniel McCarthy is a CFP®-designated financial advisor with over 40 years of industry experience. He is currently affiliated with OSAIC since 2024 and has held long-term roles at Securities America Advisors, Inc., and his own practice, Connelly McCarthy & Associates, where he has also provided tax preparation services. McCarthy is licensed as an insurance sales agent in the investment and life insurance fields. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple platforms to manage portfolios across a wide range of securities and investment products.

Francis Connelly is a CFP®-designated financial advisor at OSAIC with 41 years of industry experience. His career includes positions at Securities America Advisors, Inc. and his own firm, Connelly, McCarthy & Associates, where he has been involved in fixed life insurance sales. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisors and multiple platforms.