John Morgenthaler is a financial advisor at OSAIC with over 42 years of industry experience. He holds a Series 63 designation and has worked with firms including Wharton Wealth Management and Principal Life Insurance Company. Morgenthaler is also involved with Wharton Business Group, a separate entity focused on selling life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm combines multiple advisory platforms with brokerage services and uses asset-allocation tools and third-party money managers to offer customized portfolio solutions.

Nicholas Del Viscio is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Pacific Life Insurance, Equitable Distributors, and AXA Distributors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing proprietary asset-allocation tools and offering access to multiple advisory platforms and third-party managed account solutions.

Sophorn Brown is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC since 2023 and previously worked at FSC Securities Corp for six years. Brown is also involved with Wharton Business Group, where he has provided trading and client service administration since 2007. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct varied portfolios tailored to client needs.

Robert Gueriera Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes roles at Wharton Wealth Management, Wharton Benefits Group, and Fsc Securities Corporation. He is also the owner of Wharton Wealth Management and Wharton Benefits Group, and is involved in the sale of fixed life insurance and annuities. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm utilizes firm-provided asset-allocation tools and a variety of third-party services to construct diversified portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.