Daniel Johnston is a Series 66 licensed financial advisor with 11 years of industry experience, currently with OSAIC since 2025. He previously worked for Lincoln Financial Advisors for 11 years. Johnston is also an insurance agent offering accident and health insurance, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple advisory platforms and third-party money managers.

David Almeida is a Series 66 credentialed advisor with 26 years of industry experience. He has worked at Osaic since 2025 and previously spent 25 years at Lincoln Financial Advisors. Almeida serves as a board member for a nonprofit organization focused on empowering teens through program development. Osaic Wealth, Inc. serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct diversified portfolios.

Kirk O'Brien is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory work, he is a co-owner and operator of a restaurant in Newport Beach, CA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.