David Vespoli is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, LPL Financial, and Stratos Wealth Partners, Ltd. Since 2009, he has also been involved with Stratos Wealth Partners, providing investment advisory services and managing fixed insurance products. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with access to third-party money managers and alternative investments.

Bryan Stanfill is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and is licensed with Series 63, 65, and 66. Prior to joining OSAIC in 2024, he spent 22 years at Triad Advisors, Inc. He is president of Financial Strategies of Lake Norman Inc., a family business focused on retirement and estate planning, asset protection, and tax planning. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk tolerance and rebalancing tools.

Dennis Lehman is a CFP® with 36 years of industry experience, currently serving at OSAIC since 1991. He previously worked with Financial Planners Of Cleveland, Inc. dba NCA Financial Planners for 30 years. Lehman is also the owner of Heritage Financial Planners, an S Corporation involved in security sales, and holds a life insurance license. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with various strategies and maintains multiple custodial and affiliate arrangements.