Alan Meckler is a financial advisor at OSAIC with 33 years of industry experience. He holds the CFP® and ChFC® designations, and has worked previously at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He is a board member of the nonprofit organization St. Christopher's Inn. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach, utilizing portfolio optimization, third-party managers, and proprietary strategies within a multi-advisor platform.

Jan Sedlacek is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. His work history includes long tenures at Penn Mutual, Securities America, and Cornerstone Financial Group, where he also serves as president engaged in insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization techniques and is notable for its scale, complex affiliate network, and recent consolidation activity.