Marion Philpot is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services, Inc. and Questar Capital Corporation, among other firms. Philpot is also involved in a family-owned financial services business, Preservation Financial Wealth Management, LLC, which offers a range of insurance and advisory services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with portfolio optimization and offers multiple advisory and brokerage programs through a platform that integrates affiliated broker-dealer and RIA relationships.

Nathan Archila is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Osaic since 2024. His prior roles include positions at Charles Schwab & Co., Inc., J.P. Morgan Securities, and Altruist Financial LLC. Osaic Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporate entities through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering brokerage and advisory services via various programs such as financial planning, Unified Managed Accounts, and third-party money manager options.

Quinn Moser is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Hilltop Securities Independent Network, and Aim Bank. Outside of his advisory work, he partners in Preservation Financial Wealth Management and volunteers on the finance committee of Countryside Bible Church. OSAIC is a large wealth management platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, multiple affiliate relationships, and a diverse investment platform that includes discretionary and third-party managed strategies.