Nguyen Tran is a financial advisor at OSAIC with 22 years of industry experience. He has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. In addition to his advisory role, he is involved with Win Wealth Solutions, where he provides services related to health, life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio management tools and supports multiple advisory platforms and legacy program transitions.

Larry Roberts is a Certified Financial Planner® (CFP®) with 31 years of industry experience. He has worked at Osaic since 2024 and was previously with Woodbury Financial Services for eight years. Outside of his advisory role, Roberts is the owner and president of LAJD Investments, an S corporation involved in full-service financial planning. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers.

Dennis Burrage Jr. is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has a background that includes work at Denver Christian High School and Valor Christian High School, as well as studies at the University of Colorado Boulder. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios for its clients.

Shana Amster is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at SagePoint Financial and Luxe Financial and Investment Services. Outside of her advisory role, she is the owner of Luxe Financial and Investment Services Corporation and also performs administrative work for a CPA firm. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and offering access to third-party money managers and managed-account solutions.

Eliyahu Scholl is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked at Renewal Health Group as a staff accountant and provides accounting and management services there. He also teaches 7th grade secular studies and introductory business management at Cheder of Los Angeles and operates Tactical Concierge, advising clients on tactical doctrine and gear. OSAIC serves a diverse client base including individual and institutional investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of asset classes.