Patrick Dunn is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 11 years and New England Securities for two years. Dunn is the sole owner of Copper Dunn Company, which offers group insurance and employee benefits, and he serves as a volunteer trustee on the board of St. Joseph’s Collegiate Institute in Buffalo, NY. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services across various programs, employing a model-based investment process with options for discretionary and advisor-managed strategies.

Timothy Sprague II is a Series 65-licensed advisor at OSAIC with one year of industry experience. Prior to joining OSAIC Wealth, he served in the United States Navy for 21 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Geoffrey Newman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc., Securities America, Inc., SMI Financial, LLC, and H.Beck, Inc. He is also Vice President and a board member of Newman Funeral Homes and serves as President of the DC Society, Sons of the American Revolution, a volunteer-based lineage society. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.