Ellen Gallagher is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Osaic, having joined the firm in 2024 after 17 years at Triad Advisors, Inc. In addition to her advisory role, she owns a sole proprietorship focused on managing self-funded health insurance plans that include various benefits such as dental, disability, and life insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct diversified portfolios across multiple investment types.

Kenneth Hart is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation for over 25 years each. In addition to his advisory role, he is also licensed as an insurance agent and sells insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party platforms.

William Goodlad is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent 17 years at Triad Advisors, Inc. He is also involved in providing life settlements and insurance services, including health, life, disability, and long-term care insurance, through affiliated vendor arrangements. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using asset-allocation tools and access to multiple investment products, supporting both discretionary and non-discretionary management.