Gregory Mclaughlin is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. Outside of his advisory work, he is an author and operates a financial planning LLC. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a wide network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Jed Chmara is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2018. Prior to this, he spent ten years at SII and holds an operational role as COO at Pacific Financial Partners. Outside of advising, he is involved in a sole proprietorship that renovates and resells residential properties as well as managing an LLC engaged in Airbnb property management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and risk assessments to build diversified portfolios and supports multiple managed account solutions.