Theodore Calcina IV is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and operated Calcina Agency Wealth Management. Outside of his advisory work, he serves as a board member for the Good Samaritan Clinic, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across a range of investment types on both discretionary and non-discretionary bases.

Theodore Calcina III is a financial advisor at Osaic Wealth, Inc. with over 32 years of industry experience. He holds the ChFC® and Series 63 credentials and has prior tenure at Fortis Investors, Inc. since 1994. Beyond his advisory role, he serves as treasurer and finance chair for Mt. Hebron United Methodist Church and is chairman of the BC High School Educational Foundation investment committee. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a wide network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various investment types.