William Mcconnell IV is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Securities America Advisors and Humana Inc. in prior roles. Mcconnell also serves as an advisor for TD Fischer LLC, where he is involved in investment strategy research and client services. OSAIC serves a broad range of clients, including individual and institutional investors, with integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Thomas Fischer is a CFP® professional at OSAIC with 43 years of industry experience. He has been affiliated with OSAIC since 2024 and previously operated Fischer LLC since 2009. Fischer is also part owner and solicitor for Queen City Capital Management LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed-account services, utilizing firm-provided asset-allocation tools and third-party management solutions.