Bala Cynwyd, PA Office

Christine Beschen is a financial advisor with OSAIC, holding a Series 63 designation and 38 years of industry experience. Her prior work includes roles at American Portfolios Advisors, Inc., BCG Securities, Inc., and Osaic FS, Inc. Outside of her advisory role, she has been involved in insurance sales through her ownership of Haddon Planning Group. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and private-equity ownership.

Randall Cole is a CFP® and ChFC® with 48 years of industry experience. He is currently affiliated with OSAIC and has previously worked at American Portfolios Financial Services, Inc. and Osaic FA, Inc. In addition to his advisory work, he is involved in several business activities including ownership and management roles in wealth strategy and operational services firms. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm's investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategy options.

Jonathan Reardon is a financial advisor at OSAIC with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including American Portfolios Financial Services and BCG Securities. Outside of his advisory role, he serves in leadership positions for several nonprofit rowing organizations, including as President of the Rowing Alumni Association and Vice President of the Fairmount Boathouse and Quaker City Rowing Foundation. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by proprietary investment strategies, third-party managers, and unified managed accounts.

Robert Protesto IV is a CFP® professional with 18 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at American Portfolios Advisors, Inc., PSS Benefits, LLC, and VOYA Financial Advisors, Inc. He also holds an insurance producer license and operates a sole proprietorship related to fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Gregory Stosuy is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BCG Securities, American Portfolios Financial Services, Banc of America Investment Services, Quick & Reilly, and Prudential Equity Group. Outside of his advisory role, he is involved with the Haddon Planning Group, focusing on insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various program options and third-party manager selections.