Tom Anselmi is a financial advisor at Osaic with 33 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation from 1992 to 2025. Outside of his advisory role, he operates an insurance agency offering accident, health, disability, and property and casualty insurance. Osaic Wealth serves a broad range of retail and institutional clients, providing brokerage and advisory services including financial planning, wrap and non-wrap portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using risk-tolerance assessments and rebalancing tools.

Beth Hearn is a CFP® professional with 39 years of industry experience, currently advising at OSAIC since 2025. Her prior roles include eight years at Lincoln Financial Advisors Corporation and over a decade with Waddell & Reed. Outside of financial advising, she is a commissioned notary. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation and portfolio optimization approach, supporting both discretionary and advisor-managed strategies across various account types.

Bruce Robertson is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Lincoln Financial Advisors for 10 years. Outside of his advisory role, he provides instruction and performs in musical concerts and is involved in an event planning business alongside his wife. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of managed account strategies and third-party money manager programs.

Timothy Anselmi is a financial advisor with Osaic Wealth, holding a Series 66 credential and bringing 20 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 17 years and briefly at Curian Capital, LLC. Outside of his advisory role, he sells property and casualty insurance and operates a marketing practice under Quest Agency Wealth Management. 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 focus on asset allocation, portfolio optimization, and offers multiple advisory and brokerage services through an extensive affiliate network.

Sandra Guardado is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Morgan Stanley, and Charles Schwab. Outside of her advisory role, she is involved in managing rental properties. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

Nathan Harrison is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 23 years. Outside his advisory role, he is the owner and agent of Quest Financial and Insurance Services, where he offers various insurance products and health savings accounts. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform providing brokerage and advisory services, including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed investment strategies.