Michael Mccormack is a financial advisor at OSAIC with 37 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, he owns a real estate management LLC and is involved in insurance and life settlement agencies. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools and offers a range of investment options and third-party services to support both discretionary and non-discretionary account management.

Peter Waldron is a financial advisor with OSAIC in San Francisco, CA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, he manages Trailblazer Wealth LLC and is involved in managing term life insurance operations through EggRs, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to provide tailored investment solutions.

Connor Mc Cormack is a financial advisor with OSAIC in San Francisco, CA, holding a Series 66 credential and four years of industry experience. He previously spent nine years with Lincoln Financial Advisors. Outside of his advisory role, he provides administrative services for Old Mill Advisory Services and is licensed to offer various insurance products including health, disability, fixed annuities, long-term care, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and various portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Phillip Cordano is a CFP®-certified financial advisor with 25 years of experience, currently practicing at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corp. for 24 years. In addition to his advisory role, he offers health, long-term care, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers integrated brokerage and advisory services through multiple platforms and utilizes firm-provided asset allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Thomas Strohl Jr. is a financial advisor at OSAIC with 28 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory work, he is an insurance agent offering disability, long-term care, and life insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various investment types.