Christopher Brereton is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial, Inc., UBS Financial Services, and U.S. Bancorp Piper Jaffray. Outside of his advisory role, he serves as a board member at large for a condominium association in Scottsdale, AZ. OSAIC serves a broad client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services combined with multiple advisory platforms and third-party manager access. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build diversified portfolios across various asset classes.

Robert Peary IV is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at OSAIC since 2023 and previously spent 13 years at Sagepoint Financial, Inc. He is a member of multiple LLCs, including Peary LLC, through which he manages commission-related business activities. OSAIC serves a diverse 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 efficient-frontier analysis to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Steven Yazbeck is a financial advisor with OSAIC based in Scottsdale, Arizona, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. Outside of advisory work, he is a partner in Mosaic Wealth Solutions LLC and owner/partner of Zucca LLC, both involved in supporting his financial advisory business operations. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using firm tools and access to third-party managers, accommodating both discretionary and non-discretionary accounts.

Nathaniel Mc Cullough is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of his advisory role, he is involved with Veteran Small Business LLC, a company established to receive commissions from Mosaic Wealth Solutions LLC. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios, serving individual investors, pension plans, corporations, and charitable organizations.

Timothy Keefe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Keefe is also the owner of Legacy Solutions, LLC, which provides services related to health and life insurance needs. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and third-party money managers to construct diversified portfolios.

Eric Sin is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Sin is also associated with Mosaic Wealth Solutions, a marketing name for his office. 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 integrated brokerage and advisory services, utilizing asset-allocation tools, automated rebalancing, and access to third-party managers to construct portfolios across various asset classes.

John Huber IV is a financial advisor at OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 designations with 44 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a limited partner in a family investment partnership and is involved as a partner or president in several investment-related entities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a broad range of integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage customized portfolios.

Grahame Richards III is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. In addition to his advisory role, he is involved in managing a sole proprietorship that assists clients with insurance products and occasionally supports his wife's Airbnb property management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs portfolio construction tools such as asset-allocation models, risk assessments, and automated rebalancing, and supports both discretionary and non-discretionary account management.

Paul Arutt is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Heritage West Capital Corporation since 2000 and Sagepoint Financial, Inc. since 2009. Outside of his advisory roles, he serves as a director for the Valley of the Sun Chapter 112 of the National Association of Watch & Clock Collectors, an educational hobbyist group focused on horology. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a broad network of advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.