Daniel Quinn is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance since 2014. Outside of advisory activities, he operates a sole proprietorship involved in product review and sales. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage diversified portfolios.

Shubhra Wells is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she is involved in marketing life and health insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

David Allon is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and Citizens Securities, Inc. Prior to joining OSAIC in 2024, he spent seven years at Woodbury Financial Services Inc. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm utilizes a variety of asset-allocation tools and third-party services to construct diversified portfolios across numerous asset classes.

Rochana Norby is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over 25 years. She is also involved in comprehensive planning and risk management through a side business, The FMA Group. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management across multiple investment types.