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Derek L

Series 66

Windsor, WI

OSAIC

Derek Leighton is a financial advisor with OSAIC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, IHT Wealth Management, and LPL Financial. Outside of his primary advisory work, Leighton is involved with several insurance agencies and facilitates tax preparation services for clients through collaboration with Full Spectrum Solutions. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and offers access to multiple investment platforms, including third-party managed accounts and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan F

Series 66

Windsor, WI

OSAIC

Ryan Fountain is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked with OSAIC Wealth Inc and Leighton Financial Services, LLC, among other organizations. In addition to his advisory role, he facilitates tax preparation services for clients through Full Spectrum Solutions, LLC. OSAIC Wealth, Inc. 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, utilizing firm-provided asset allocation tools and third-party platforms to manage a wide range of investment portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cynthia O

Series 63, Series 65

Windsor, WI

OSAIC

Cynthia O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Woodbury Financial Services Inc and Sii Investments, Inc. O'Connell serves on the finance advisory board for Madison College and is president of a local condo association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers through an extensive network of advisors and platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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