William Brennan is a CFP® professional affiliated with OSAIC, based in Newark, DE, with 41 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. He is also the owner of Brennan Financial Group and co-owner of The Inn at Westwynd Farm, a horse farm and inn. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers offering integrated brokerage, advisory, and portfolio management services. The firm employs a variety of investment tools and third-party platforms to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Leigh Joseph is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Osaic since 2024 and previously spent eight years with Securities America Advisors and Securities America Inc. Joseph is also a 50% owner of Medlab Logistics Payroll, a non-investment-related business where she handles payroll and bookkeeping tasks. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.