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Sean M
CFP®, ChFC®, Series 66
Omaha, NE
Osaic Advisory Services, LLC
Sean Moylan is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® and ChFC® designations and bringing 20 years of industry experience. His career includes roles at Arbor Point Advisors and Securities America Advisors, Inc. He also practices law through Moylan Law, LLC, focusing on estate planning, probate, and small business matters. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms to build and monitor client portfolios.
Patrick M
CFP®, ChFC®, Series 63, Series 65
Omaha, NE
Osaic Advisory Services, LLC
Patrick Moylan is a financial advisor with Osaic Advisory Services, LLC in Omaha, NE, holding CFP® and ChFC® designations and possessing 23 years of industry experience. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Moylan serves on the investment committee for the Mount Michael Foundation, a private Catholic high school. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.
Devin M
CFP®, Series 66
Omaha, NE
Osaic Advisory Services, LLC
Devin Moylan is a CFP® with 15 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Additionally, he participates in community activities such as advising the development committee for St. Pat's Elkhorn. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and uses multiple program models with custody primarily through Schwab and Fidelity.
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