Durham, CT Office

Ronald Gallant is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Cambridge Investment Research, TD Bank, and Morgan Stanley. Outside of advisory work, he is involved in real estate through ownership and partnership roles in LLCs focused on property purchase and renovation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and multi-advisor platform.

David Murphy is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Boston Private Wealth LLC, TD Private Client Wealth LLC, and TD Bank, N.A. Outside of his advisory role, he serves as an ice hockey referee and is a board member of the Memorial Day Flowers Foundation, which honors fallen veterans. OSAIC serves a broad range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process that incorporates portfolio optimization and risk-tolerance assessments, offering both brokerage and advisory services across various account programs.

Bradley Nelsen is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. Nelsen is also affiliated with Eugene Cohen Insurance Agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment management options across a large, multi-advisor platform.

Jacqueline Ferguson is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she worked at TD Private Client Wealth LLC and TD Bank from 2016 to 2024. Outside of finance, she is involved with Ragnarok Tattoo Company, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools.

Bryan Kotlarz is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He has worked at OSAIC since 2023, following prior roles at Sagepoint Financial, Inc. and TD Private Client Wealth LLC. Outside of advisory work, he serves as CFO of Diant Pharma and operates BK Capital LLC, an investment management firm. OSAIC serves a diverse range of retail and institutional clients with brokerage and advisory services delivered through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering discretionary and non-discretionary strategies, third-party managers, and proprietary models.