Thupten Namgyal is a financial advisor with OSAIC in Novato, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He spent 10 years at Woodbury Financial Services, Inc. before joining OSAIC in 2024. 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 provides integrated advisory and brokerage services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios across a variety of asset classes.

Chadwick Clarke is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc., Alvarado Financial Services, and Larkspur Financial Advisors. Additionally, he serves as President and CEO of Clarke Financial Consulting, which provides corporate group benefits including health, life, and disability policies. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and unified managed accounts, using a variety of asset-allocation tools and third-party solutions to construct diversified portfolios.