Stephen Donnelly is a financial advisor at OSAIC with 32 years of experience in the industry. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and UBS Financial Services. Outside of his advisory role, he serves as a board member on the Stafford Township Planning Board and consults for CollegeConsultants.org, a nonprofit focused on securing endowment scholarships for local students. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services across various programs with a focus on model-based asset allocation and portfolio optimization.

Bruce Linger is a CFP® with 38 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corp. for 35 years. In addition to his advisory role, he is involved in offering indexed and fixed indexed annuities, life settlements, and disability insurance through related business activities. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that provides comprehensive financial planning, managed portfolios, retirement plan consulting, and brokerage services. The firm employs a model-based investment process with options for discretionary management, third-party managers, and proprietary strategies, supporting a diverse client base including high-net-worth individuals and corporate clients.