Alpharetta, GA Office

John White Jr. is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years and has been affiliated with Guardian Life Insurance Company for over three decades. In addition to his advisory role, he offers fixed annuities and individual health insurance policies. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Anthony Chen is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2013 to 2018. Outside of his advisory work, Chen hosts the podcast Family Business Radio and serves as board member and president of the Exit Planning Exchange, a nonprofit for advisors focused on business succession planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services and utilizes a range of asset-allocation tools and third-party platforms to construct and manage tailored portfolios.

Joseph Leigner is a financial advisor with Osaic Wealth, Inc. in Alpharetta, Georgia, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years with Sagepoint Financial, Inc. He serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter and is a partner at HR1, a company providing payroll services, HR support, and employee benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment products.

James Bizzarro is a financial advisor with OSAIC based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc for over two decades. In addition to his advisory role, he provides life and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platform solutions, accommodating discretionary and non-discretionary accounts.