Victor Garrido Pollan is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for six years. Outside of advising, he is involved in providing CPA, tax, and accounting services through multiple entities and offers financial literacy education as president of The Mentor CPA Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating through a multi-advisor platform with a complex affiliate network and private-equity ownership.

Brian Greenberg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Lincoln Financial Advisors for nine years. He also owns a tax preparation business and is an insurance agent offering various insurance products. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform that provides both brokerage and advisory services. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary and non-discretionary management options across multiple product programs.

Michael St. Amour is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2007. He is also the owner and president of Capital Benefit Consultants Inc., an employee benefits and insurance firm. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.