Walter Mcmann is a CFP® and holds the Series 65 license, currently affiliated with OSAIC in Reston, VA. He has one year of industry experience, including prior roles at SC Advisors and American Bank. Before entering the financial industry, he worked for over a decade at the Ritz Carlton. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services across various programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies through an extensive affiliate network and proprietary tools.

Mohammed Iftaiha is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® certification and Series 66 designation. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 17 years and PRUCO Securities, LLC for 3 years. He is also involved in incidental insurance services through Strategic Capital Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, integrating discretionary and third-party management strategies within a large multi-advisor platform.

Nabil Mufti is a CFP® professional with 33 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial for 19 years, and earlier with Equitable Advisors and Mony Securities Corporation. Mufti also serves as an adjunct professor teaching investments for the Corporate Education CFP program at Virginia Commonwealth University. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services supported by a multi-advisor platform. The firm employs a model-based investment process with asset allocation and portfolio optimization, delivering discretionary and advisor-managed strategies alongside third-party money manager programs.