Grant Hartwell is a Series 66-registered financial advisor with 13 years of experience, currently affiliated with Osaic Wealth. He also co-owns Hartwell Financial Services, a firm providing comprehensive financial planning and investment advisory services. Hartwell serves on the Board of Directors for Free Arts for Abused Children, a nonprofit supporting art programs in transitional housing and low-income areas. Osaic Wealth serves a diverse client base including retail investors, institutional clients, and retirement plan sponsors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Dylan Bright is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has prior work experience at SCRE Financing Corp and Fidelity Bancorp Funding. In addition to his advisory role, he is a licensed insurance producer and a loan originator involved in loan intake and processing. OSAIC Wealth serves a diverse client base including retail, institutional, and high-net-worth investors through a large multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Connor Hartwell is a financial advisor with Osaic Wealth, holding a Series 66 designation and 12 years of industry experience. He previously worked at MBSC Securities Corporation and BNY Mellon. Hartwell is a board member of the Switzer Learning Center, a nonprofit serving children with learning and behavioral challenges. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

Todd Davidson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1995. In addition to his advisory work, Davidson serves as a part-time instructor at UCLA Extension in the Department of Business and Management, teaching courses in personal financial planning. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through a variety of programs that incorporate model-based asset allocation, portfolio optimization, and third-party manager options.

Lauren Holden is a financial advisor at OSAIC in Torrance, CA, holding a Series 66 designation. She has one year of industry experience, previously working at Hartwell Financial Services. Outside of finance, she has been involved with South End Racquet and Health Club and engaged in full-time education for ten years. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its large scale and complex affiliate network.

Amy Foster is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2023. Prior to joining OSAIC, she spent 31 years at Royal Alliance Associates, Inc. She is involved in several trustee roles, managing multiple family trusts. Amy also owns a sole proprietorship that sells life, health, and long-term care insurance. OSAIC Wealth serves a diverse clientele, including retail and institutional clients, offering a wide range of advisory and brokerage services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various advanced tools and multiple program offerings.

Kim Bright is a CFP® professional with 14 years of experience in the financial industry, currently associated with Royal Alliance since 2012. He operates a sole proprietorship, Bright Financial Planning, where he prepares financial statements, budgets, and forecasts for small business entities and provides insurance recommendations as an owner and agent. He works with Osaic Wealth, a firm serving a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. Osaic offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a broad multi-advisor platform and affiliated broker-dealer and RIA relationships.

Philip Hartwell is a CFP®-designated financial advisor with 43 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1986. Hartwell is involved in family business activities, co-owning Hartwell Financial Services with his two sons, which focuses on financial planning and registered representative services. He is affiliated with Osaic Wealth, a multi-advisor platform serving a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by a variety of investment programs and third-party platforms.