Louis Bruno III is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple program offerings delivered through affiliated broker-dealer and RIA relationships.

Douglas Brown is a CFP® with 20 years of experience in the financial services industry. He is currently with OSAIC and previously spent 19 years at Lincoln Financial Advisors Corp. In addition to his advisory role, he offers various types of insurance products, including accident and health, disability, fixed annuities, long-term care, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing both brokerage and advisory services. The firm employs a model-based investment approach with tools for portfolio optimization, offering discretionary and advisor-managed strategies across multiple custodian platforms.

Parker Hoch is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Lincoln Financial Advisors and Lincoln Financial Distributors. In addition to his advisory role, Hoch offers accident and health insurance, disability insurance, fixed annuities, fixed indexed annuities, and traditional life insurance. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary and advisor-managed strategies.

Timothy Dean is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and JP Morgan Securities. In addition to his advisory role, he is licensed as an insurance agent offering traditional life insurance and annuity products. OSAIC serves a wide range of clients, including individual investors, retirement plans, charities, and corporate entities, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by various tools and options for client customization.

Gary Hager is a CFP® with 35 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for eight years and spent over a decade with Summit Financial Resources and Summit Equities. Hager is also involved as an owner and agent at Integrated Wealth Management Co., LLC, where he offers various insurance products including disability insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization tools, and a range of managed account programs.

John Frank is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Advisors Corporation and several Summit-affiliated companies. Outside of his advisory role, he operates a retail courier service as a sole proprietor. OSAIC 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 incorporates model-based asset allocation, portfolio optimization, discretionary and managed strategies, and access to alternative investments via third-party platforms.

Stuart Hoch is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior work includes 22 years at Lincoln Financial Advisors Corp. and one year at Veravest Investment Advisors, Inc. Outside of advising, he provides individual and group health products on a limited basis. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of strategies through its complex affiliate network and private-equity ownership.

Courtney Schiavo is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to a range of investment strategies and third-party managers.

Brendan O'Connor is a financial advisor at Osaic with 17 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he spent 15 years at Lincoln Financial Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services across various programs and investment strategies.