Chandler Stone is a financial advisor at OSAIC, holding a Series 66 designation. He has been in the industry since 2025 and has prior experience with Sierra Consulting Group, Yarro Studios Inc, TR Innovations LLC, and Kidnected World. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

David Stone is a financial advisor with OSAIC who holds the CFP® and ChFC® designations and brings 33 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for over three decades. In addition to his advisory role, he is an author and founder of Sierra Consulting Group, a financial planning and business planning firm. OSAIC serves a diverse client base, including retail and institutional investors, and offers comprehensive brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that can include a variety of investments, supporting both discretionary and non-discretionary account management.