Ellen Gallagher is a CFP® professional with 29 years of experience in the financial services industry. She has worked at Osaic since 2024 and previously spent 17 years with Triad Advisors, Inc., and 7 years with New England Securities. Gallagher also manages a sole proprietorship focused on administering self-funded health insurance plans, including due diligence on benefits and pension plans. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a complex affiliate network.

Kenneth Hart is a ChFC® credentialed financial advisor with 45 years of industry experience. He has worked extensively with Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Hart is also licensed as an insurance agent, selling insurance products alongside his advisory role. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services like comprehensive financial planning and Unified Managed Accounts. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization supported by various risk assessment and management tools.

William Goodlad is a financial advisor at Osaic with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he spent 17 years at Triad Advisors, Inc. and 7 years at New England Securities. His outside activities include ownership of a sole proprietorship providing insurance and benefit package reviews, as well as work in life, disability, and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various tools, with a platform notable for its scale, affiliate network complexity, and private-equity ownership.