Denver, CO 7979 E Tufts Ave Office

Carol Lawson is a financial advisor with OSAIC in Denver, CO, holding a Series 66 credential and 22 years of industry experience. Prior to joining OSAIC in 2025, she worked at Lincoln Financial Advisors for nine years. Outside of her advisory role, Lawson manages LEAFY LAWSON, LLC, a business focused on selling and growing indoor plants online and at farmers markets. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, utilizing various portfolio construction tools and third‑party platforms.

William Callender is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 26 years. Outside of his advisory work, he serves as a minority general partner in a retail service business, Channel Island Self Storage, contributing to business decisions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct portfolios that include a wide range of investment options.

Alfred Benton is a financial advisor with OSAIC based in Denver, CO, holding a Series 63 designation and 44 years of industry experience. He previously spent 30 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory role, Benton operates an outside insurance brokerage offering various insurance products through multiple carriers. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and access to third-party money managers to construct portfolios tailored to client needs.

Laura Marciano is a financial advisor at OSAIC in Denver, CO, holding Series 65 and Series 63 licenses with 11 years of industry experience. She previously worked for nine years at Lincoln Financial Advisors Corporation before joining OSAIC. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers, utilizing various tools and strategies to construct diversified portfolios.

Michael Cohen is a financial advisor with Osaic Wealth, Inc. based in Denver, CO, holding a Series 63 designation and over 43 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of his advisory role, Cohen is involved in life settlements and co-owns an entity offering traditional life insurance and fixed annuities. Osaic Wealth, Inc. serves a diverse client base including retail, high-net-worth, and institutional investors through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a broad range of investment products, leveraging various third-party solutions and complex corporate structures.

Paul Smith is a financial advisor at OSAIC in Denver, CO, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, he is also involved as an insurance agent offering accident, health, disability, and traditional life insurance, as well as fixed annuities and health savings accounts. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary management with a complex corporate and platform structure.

Brian Breitenwischer is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of his advisory role, he is involved in offering fixed life settlements and serves as an agent selling and servicing disability insurance, fixed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a broad 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, financial planning, and access to third-party money managers, utilizing asset-allocation tools and various investment products to construct portfolios tailored to client needs.

Tyler Bernard is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He currently works at OSAIC and previously spent 14 years at Lincoln Financial Advisors. Outside of his advisory role, Bernard assists with life settlements and offers disability, long-term care, and traditional life insurance along with fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Stephanie Jordan is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 17 years. Outside of her advisory role, she manages ranching activities through ownership of Windstar and is involved in offering insurance products via Next Generation Wealth Systems, an insurance-related business she owns. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk-tolerance analysis, automated rebalancing, and access to third-party managers and managed account solutions.

Russell Jones is a financial advisor with Osaic Wealth, Inc. in Denver, Colorado. He holds a Series 63 designation and has 46 years of industry experience, including 27 years at Lincoln Financial Advisors Corporation prior to joining Osaic in 2025. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliates, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a variety of investment options.

Cathy Nowalk is a financial advisor at OSAIC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Larimer Capital Corporation. In addition to her advisory work, she is a notary public in Denver, Colorado. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs, utilizing firm-provided tools for portfolio construction and management.

Parker Cleveland is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lincoln Financial Advisors, JHP Wealth Management, Corex Portfolios, and Private Capital Management. He is the owner and managing member of Tomorrow’s Tycoons, LLC, a personal investment company. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various tools and third-party providers to construct diversified portfolios managed on discretionary or non-discretionary bases.