Noel Bennett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at OSAIC since 2015. Prior to that, he was affiliated with Cetera Advisors LLC and has operated his own financial services and insurance businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management with portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Nathan Palmer is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has been with OSAIC since 2015. Outside of his advisory work, he serves as a board member for First Church of the Nazarene in Broken Arrow, Oklahoma. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Phillip Palmer is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Royal Alliance Associates, INC. and First Independent Advisory Services, Inc. He is also the owner of 520 Associates LLC, a business involved in investment advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment solutions.