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Brian H

Series 63, Series 66

Mount Pleasant, SC

OSAIC

Brian Hartmann is a financial advisor with OSAIC in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He was previously with Jhfn Sii for five years before joining OSAIC in 2018. Outside of his advisory role, Hartmann serves as a board member for Gigi's Playhouse Charleston, a nonprofit supporting individuals with Down syndrome, and is the founder of a nonprofit networking group called Your Executive Round Table. OSAIC serves a diverse client base ranging from individual investors to institutional entities and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation and portfolio construction tools and supports multiple advisory platforms and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian D

Series 63, Series 65

Mount Pleasant, SC

OSAIC

Brian Diffily is a financial advisor at OSAIC Wealth with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Royal Alliance Associates and John Hancock/Signator. Diffily is also involved in family protection and succession planning through his role at Granite Bridge Wealth Management and serves as a member of the HOA board in his residential community. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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