Gene Barton III is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he worked at F.L. Putnam Investment Management Company and Bosse Sports, LLC. He is involved as a paraplanner assisting other professionals in the industry. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Daniel Enos Jr. is a CFP® professional with 10 years of industry experience, currently serving at Osaic Wealth, Inc. since 2018. His prior roles include positions at Signator Investors Inc and Fidelity Brokerage Services LLC. He is also employed by Spencer Financial, LLC as a financial advisor, where he participates in securities and insurance-related activities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that focus on model-based asset allocation and portfolio optimization using various managed account strategies and third-party managers.

William Spencer III is a financial advisor with OSAIC, holding CFP®, Series 63, and Series 65 credentials and 22 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Distributors LLC. Spencer is a trustee of The Sudbury Foundation and serves on the board of Lincoln Sudbury Youth Lacrosse. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management options.

Peter Murphy is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at firms including Spencer Financial, LLC and Arch Insurance Group. Murphy also assists with service coordination at Spencer Financial, LLC. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Samuel Baldwin is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2018. He previously worked for 13 years at Signator Investors, Inc. Baldwin participates on the PIMCO Advisory Board, providing feedback on advisor best practices. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of brokerage and advisory services delivered through an extensive multi-advisor platform.