Columbus, OH Rivers Edge Dr Office

Richard Lawrie is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has worked at several firms including Meeder Investment Management, Kestra Investment Services, Principal Financial Services, and Nationwide Investment Services Corporation. Lawrie is based in Columbus, Ohio. OSAIC 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 advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment platforms.

Kristen Sydney is a financial advisor with OSAIC in Columbus, Ohio, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation for over 27 years before joining OSAIC. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, where she reviews grant summaries and participates in foundation decision-making. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various tools such as asset-allocation models and risk assessments to construct portfolios, while supporting multiple advisory platforms and third-party managed account solutions.

Paul Gydosh Jr. is a CFP® professional with 38 years of industry experience, currently with OSAIC since 2025. He spent 37 years at Lincoln Financial Advisors Corporation before joining his current firm. Outside of his advisory work, he is a co-author of the book *Mastering Your Financial Success*, serves as co-owner of an AI firm, and volunteers as the head of the Board of Advancement at Ohio University’s Russ College of Engineering. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, offering portfolios that include a range of securities and alternative investments managed on discretionary or non-discretionary bases.

Thomas Costantiello is a financial advisor with Osaic Wealth, Inc. in Columbus, OH, holding CFP® certification and over 32 years of industry experience. He previously worked for FSC Securities Corporation for 11 years before joining Osaic in 2023. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name for his securities and advisory business affiliated with Osaic, and also owns Consus Insurance Services, LLC, which provides insurance reviews and fixed life product sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that may include a wide range of investment products.

Michael Hackett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 32 years. He is the owner of Hackett Wealth Management, LLC. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pensions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers.

Patrick Giller is a financial advisor at OSAIC in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has a long tenure with Lincoln National Life Insurance Company and its affiliates since 1993. In addition to his advisory role, he works as an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, third-party money managers, and model portfolios to construct and manage client accounts.

James Johnson is a financial advisor at OSAIC in Columbus, OH, with 11 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Darnell Perkins is a financial advisor with OSAIC in Columbus, OH, holding a Series 63 designation and bringing 37 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Perkins is also licensed as an insurance agent offering fixed annuities, equity-indexed annuities, and traditional life insurance. OSAIC serves a diverse client base, including retail and institutional investors, with a wide range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and offers portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Michael Barrett is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

John Williamson is a financial advisor at Osaic Wealth, Inc. in Columbus, OH, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Lincoln Financial Advisors for 19 years prior to joining Osaic in 2025. In addition to advising, he owns a tax preparation and audit consulting business and acts as an insurance agent for life insurance and fixed annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Andrew Devantier is a financial advisor at OSAIC with 24 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Devantier also operates Devantier and Associates, a CPA firm offering accounting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and automated rebalancing, with portfolio options spanning stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Thomas is a financial advisor at Osaic with three years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Morgan Stanley Smith Barney, Abercrombie, and JPMorgan Chase. Osaic Wealth, Inc. serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and utilizes various tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jeffrey Lammert is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. He previously worked for nine years at Lincoln Financial Advisors. His business activities include offering accident and health insurance, disability insurance, long-term care, equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and uses advanced asset-allocation tools and third-party solutions to manage diversified portfolios.

John Schatz is a financial advisor at Osaic with 25 years of industry experience. He previously worked for Lincoln Financial Advisors for 25 years before joining Osaic in 2025. Outside of his advisory role, Schatz is an active numismatist and coin dealer, a hobby he has maintained since childhood. He also holds a Series 63 registration and has experience as a licensed insurance agent offering life and disability insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of financial advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes.

Paula Tarpey is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she has co-authored a book titled "Mastering Your Financial Success" and serves as a board member for Partnerships for Authentic Learning and Leadership, a nonprofit focused on educational training and resources. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and investment solutions.