Danielle Mc Clenahan is a Series 66-credentialed financial advisor with 22 years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Securities America Advisors and Sii Investments. Outside of her advisory work, she volunteers at Appleton Alliance Church and has worked as an independent food delivery driver. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers comprehensive brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage investment portfolios.

John Neighbours Jr. is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Royal Alliance Associates, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and a period of self-employment. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, supported by sophisticated asset-allocation tools and multiple advisory platforms.

Dominic Griffis is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Sage Point Financial. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations, offering a wide range of brokerage and advisory services supported by multiple platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Shelly Malone is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. She has previously worked with firms including Advisor Group, Transamerica Financial, Humana, World Financial Group, Liberty Mutual, and Allstate Insurance. Malone is also the owner of a life insurance business affiliated with Symmetry, conducting appointments primarily on weekends. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers through a range of advisory platforms.

James Wade is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Triad Advisors, Inc. for 11 years and Truist Investment Services, Inc. for 7 years. Based in Scottsdale, AZ, Wade joined OSAIC in 2024. OSAIC serves a diverse clientele including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

John Chitwood is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has worked at Sagepoint Financial, Inc. since 2009. He serves as a successor trustee for a family trust. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Tamara Frattarelli is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SagePoint Financial and BMO Harris Financial Advisors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managed account solutions to construct diversified portfolios across various investment vehicles.

Melissa Brasseur is a financial advisor with OSAIC and holds a Series 66 designation. She has 18 years of industry experience and has been with SagePoint Financial since 2015. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Peter Viles is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sage Point Financial, where he spent seven years, as well as Scottrade Inc. for thirteen years. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles.

Nicholas Meyer is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at SagePoint Financial, Inc. and Proequities Inc. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, with access to multiple investment products and third-party money managers.

Kimberly Cole is a financial advisor at Osaic with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Triad Advisors, LLC and SagePoint Financial. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a range of investment tools and platforms to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Joseph Gaeckle is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 20 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 12 years. Outside of advisory work, he owns and manages a rental property in Ventnor, NJ. Osaic Wealth, Inc. 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 through a large network of affiliated advisors, utilizing tools such as asset-allocation models and automated rebalancing to build diversified portfolios.

Nabeha Brown is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Triad Advisors, Morgan Stanley Smith Barney LLC, Robinhood Financial, and Charles Schwab and Co., Inc. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Sandra Johnson is a financial advisor with Osaic Wealth, holding a Series 66 designation and 25 years of industry experience. She has worked at SagePoint Financial since 2019 and previously at AXA Advisors from 2014 to 2019. She serves as financial power of attorney for her mother-in-law. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managed accounts to construct portfolios across various asset classes.

Dawn Edmunds is a financial advisor at OSAIC with 8 years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services for 9 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Brian Lahrman is a financial advisor with Osaic who holds Series 63 and Series 66 designations and has 23 years of industry experience. He previously worked at JLINCOLN Financial Securities and Lincoln Financial Advisors Corporation for a combined total of 20 years. Lahrman is based in Scottsdale, AZ. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a wide array of investment types.

Tyler Roach is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Cetera Wealth Services, Mutual of Omaha Insurance Company, and CWM, LLC dba Carson Partners. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options and employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios.

Sandy Luong is a financial advisor at OSAIC with eight years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2024, Luong worked at Triad Advisors, Grove Point Advisors, Grove Point Investments, PNC Bank, and Hunt Fresh. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms and a large network of affiliated advisers.

Andrew Hunt is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ. He holds the Series 66 designation and has six years of industry experience. His work history includes roles at Securities America and Bank of the West prior to joining Osaic. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, automated rebalancing, and multiple investment platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Sean Mannello is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Ladenburg Thalmann & Co, American Portfolios Financial Services, Infinex Investments, Triad Advisors, and multiple divisions within OSAIC and its affiliates since 2014. OSAIC serves a diverse client base of retail and institutional investors including high-net-worth individuals, pension plans, corporations, and nonprofits. The firm provides integrated brokerage, advisory, financial planning, and managed account services using a range of investment products and tools, supported by a complex corporate structure that includes multiple mergers and private-equity ownership.