Marion Philpot is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Capital Corporation. Philpot is involved with Preservation Financial, a full-service financial services firm offering securities, retirement planning, insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Nathan Archila is a CFP® professional currently with OSAIC in Roanoke, TX, with four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and J.P. Morgan Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of brokerage, advisory, and managed account services through a large network of affiliated financial advisers.

Quinn Moser is a CFP® with eight years of industry experience, currently affiliated with Osaic. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Hilltop Securities Independent Network, Aim Bank, and Lowe’s Home Improvement. He is a partner and family wealth advisor at Preservation Financial Wealth Management and volunteers on the finance committee of Countryside Bible Church. Osaic serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct customized portfolios.