Connor Mc Dermott is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for three years and Marketwise for four years. He holds a degree from Towson University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management options.

Stephen Mcdermott is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including M&T Securities, Wilmington Brokerage Services Company, Wilmington Trust Investment Management, and UBS Financial Services. Outside of his advisory role, he coaches defense for the Tatnall High School football team. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Robert Lank Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for 13 years and has been a partner at Lank Johnson & Tull CPAs since 1985. In addition to his advisory work, he serves as an executor of an estate and as a trustee for a revocable trust. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing across a wide range of investment products.

Robert Ziegler is a financial advisor at Osaic with 18 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is an insurance agent offering annuities and life insurance products through two Delaware-based firms. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing advanced asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Brent Fuchs is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corp for 25 years. Fuchs is involved in several insurance-related activities, including offering various types of annuities, life insurance, and health insurance products through Heritage Financial Consultants, LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of portfolio construction tools and multiple advisory platforms.

Lori Rutkowski is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously spent 27 years with Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of advising, Lori also provides notary services in Delaware. Osaic serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools, third-party managers, and managed-account solutions.

Mark Johnson is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Osaic Wealth, Inc. and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is a CPA at Lank, Johnson & Tull CPAs, where he performs tax, audit, and valuation work. He also serves as a trustee for a CPA-only client. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios with access to third-party managers and multiple investment platforms.

Gerard Viars is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 39 years. Viars is involved with Collender Griffith Chang and Associates, offering a range of insurance products including health and disability coverage. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, investment advisory services, and financial planning through a large network of advisers. The firm employs various portfolio construction tools and offers access to third-party money managers and managed-account solutions.