Thupten Namgyal is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services, Inc. for 10 years. Namgyal is based in Novato, California. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Chadwick Clarke is a financial advisor at OSAIC with eight years of industry experience and holds a Series 66 designation. He previously worked at Woodbury Financial Services, Alvarado Financial Services, and Larkspur Financial Advisors. Outside of his advisory role, Clarke is President and CEO of Clarke Financial Consulting, a company focused on corporate group benefits including health, life, and disability policies. OSAIC Wealth serves a diverse client base including retail 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 and discretionary management options.