Ethan Blanchard is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Fisher Investments from 2023 to 2025 and has experience outside the financial sector, including roles at Golf Galaxy and Mountain View High School. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes and offers both discretionary and non-discretionary account management.

Jason Blanchard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., MassMutual Investors Services, and MetLife Securities. He is also involved in the sales of insurance products, including life insurance, long-term care insurance, and annuities. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Darren Blanchard is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Securities America, KMS Financial Services, MassMutual, and MetLife. He is also involved in insurance sales and is the owner of Blanchard Wealth Solutions, an LLC used for sharing office expenses and managing related operations. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with various investment tools and third-party solutions to construct and manage customized portfolios.