Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Dylan Bright is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has prior work history with SCRE Financing Corp, where he originated loans, and Fidelity Bancorp Funding. In addition to his advisory role, he is licensed as an insurance producer to provide life insurance options for financial planning clients. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction through asset-allocation tools and third-party managed-account solutions.

Connor Hartwell is a financial advisor with OSAIC holding a Series 66 designation and 11 years of industry experience. He previously worked at MBSC Securities Corporation and BNY Mellon before joining OSAIC in 2019. Hartwell is an owner of Hartwell Financial Services, a family partnership, and serves as a board member for the Switzer Learning Center, a nonprofit focused on supporting children with learning and behavioral challenges. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, along with access to third-party money managers and alternative investments.

Todd Davidson is a financial advisor with OSAIC in Torrance, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1995. Outside of advisory work, he serves as a part-time instructor in the Personal Financial Planning program at UCLA Extension’s Department of Business and Management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs a variety of asset-allocation tools and investment platforms, supporting both discretionary and non-discretionary account management.

Lauren Holden is a financial advisor with OSAIC based in Torrance, CA. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she has worked at Hartwell Financial Services and has been involved with the South End Racquet and Health Club. Additionally, she has a background in full-time education spanning ten years. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, including third-party managed account solutions.

Amy Foster is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with Osaic Wealth, Inc., joining the firm in 2023 after 31 years at Royal Alliance Associates, Inc. Foster serves as trustee for multiple family trusts and operates a separate business selling life, health, and long-term care insurance. Osaic Wealth, Inc. provides integrated brokerage and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm utilizes a variety of investment tools and third-party platforms to offer customized portfolio management across multiple asset classes.

Kim Bright is a CFP® with 14 years of industry experience currently affiliated with OSAIC and Royal Alliance. She operates a sole proprietorship, Bright Financial Planning, in which she prepares financial statements, budgets, and forecasts for small businesses and also works as an insurance agent recommending coverage when appropriate. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Philip Hartwell is a CFP® with 42 years of industry experience. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 1986. Hartwell is also owner of Hartwell Financial Services, a family-run financial planning and wrap fee business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and utilizes asset-allocation tools and third-party managers to construct diversified portfolios.