Blue Bell, PA Office

Thomas Mitchell Jr. is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 17 years. Outside of his advisory role, Mitchell provides editorial reviews of financial services-related articles as a consultant for The Lightstream Group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, providing various investment strategies and third-party manager options.

Craig Hammer is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors and Lincoln Financial Securities from 2008 to 2025. Outside of his advisory role, Hammer is a co-owner of Nexus Financial, LLC, which serves as a holding entity for insurance-related businesses including RHM Partners LLC and Independence Financial Group. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and supports clients with financial planning, retirement consulting, and access to alternative investments.

Mark Meehan is a CFP® and ChFC® with 24 years of industry experience. He is currently with Osaic and has previously worked at Lincoln Financial Advisors Corporation and Mass Mutual Investors Services. Outside of his advisory role, he is president and sole proprietor of Meehan Financial Group, an insurance business offering various health and life insurance products. He is also a member of Mark Meehan LLC, which supports a local scholarship. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced tools and third-party managers.

Kevin Swantek is a CFP® professional with 18 years of industry experience, currently working at OSAIC since 2025. Prior to joining OSAIC, he spent 17 years at Lincoln Financial Advisors and one year at Hornor, Townsend & Kent, LLC. He is a co-owner of several insurance-related businesses offering accident, disability, long-term care insurance, and fixed annuities. Outside of his advisory role, he is involved in business management and bookkeeping through a co-ownership in SBL Productions Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation, portfolio optimization, and provides a range of managed account programs and alternative investment options.