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Adam B

Series 66

Scottsdale, AZ

OSAIC

Adam Bletzinger is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation. He has experience with several organizations, including Epic Valet and Oxford Global Resources, and has worked in various roles since 2014. Outside of his advisory role, his work history includes positions in consumer and service industries such as Doordash and Chick-fil-A. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jordan F

Series 66

Scottsdale, AZ

OSAIC

Jordan Findley is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He previously worked at Lincoln Financial Advisors and AssetMark Financial Holdings Inc., and has experience outside of finance in education. He is also involved in non-variable insurance and annuity sales through Modern Wealth Partners. OSAIC serves a diverse range of clients, including high-net-worth individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services supported by multiple platforms and third-party investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John F

Series 63, Series 65

Scottsdale, AZ

OSAIC

John Findley is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 36 years before joining Osaic in 2025. Outside of his advisory role, he owns Momentum Value Partners LLC, through which he offers and services fixed and indexed annuities, long-term care, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a wide network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with portfolio management utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Justin F

Series 66

Scottsdale, AZ

OSAIC

Justin Findley is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and AssetMark Financial Holdings. Outside of advisory work, he is involved in non-variable insurance and annuity sales. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian L

Series 63, Series 66

Scottsdale, AZ

OSAIC

Brian Leonard is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Encompass More Asset Management and Charles Schwab. Outside of his advisory role, Leonard serves as Director of Business Operations at Findley & Associates, where he oversees staff and leads compliance efforts. OSAIC Wealth, Inc. serves a broad range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and automated rebalancing, and maintains a complex corporate structure with multiple mergers and third-party arrangements.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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