Exton, PA Springdale Drive Office

Amanda Peabody is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation and Citadel Federal Credit Union. In addition to her advisory work, Peabody serves as a notary public. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

John Kane is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and having 22 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and CUSO Financial Services, LP. Outside of advising, Kane co-owns Delphi Wealth Management Group, an LLC focused on expense management, and is a partner in a CPA/tax preparation practice. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio construction and management tools, utilizing multiple third-party platforms and maintaining a complex corporate structure.

Thomas Wagner is a financial advisor at OSAIC with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at JPMorgan Chase Bank, J.P. Morgan Securities, PNC, and ALDI Inc., as well as operating Simply Bold Cafe. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Francis Capriotti is a CFP® with 21 years of industry experience, currently affiliated with OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors Corporation and Citadel Federal Credit Union. He also serves as an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, long-term care insurance, and traditional fixed life insurance. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party managed-account solutions to construct portfolios across a wide range of investment types.

Norma Romero Mitchell is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation and Woodbury Financial Services. Outside of her advisory role, she consults on institutional wellness plan compliance through Benefits Plus Consulting Inc., a business she has been involved with since 1993. OSAIC serves retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations, offering services such as brokerage and investment advisory, financial planning, and retirement plan consulting through a large network of advisers and multiple platforms. The firm utilizes various asset-allocation and portfolio construction tools and supports a range of investment vehicles and account management options.

Kevin McDermott is a financial advisor with Osaic, holding Series 63 and Series 66 registrations and bringing 36 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Citadel Federal Credit Union. Outside of advisory work, he is co-owner of Delphi Wealth Management Group LLC and Delphi Tax Management Group LLC, which involves expense management and tax preparation services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, leveraging various platforms and asset-allocation tools to manage portfolios that include a range of investment types and third-party solutions.

Tammy Tasch is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes eight years at Lincoln Financial Advisors and two years at Masso Torrence Wealth Management. Outside of financial advising, she is a co-owner of T & C Creations LLC, an arts and crafts business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing proprietary tools and third-party platforms to construct and manage a range of investment portfolios.

Brandon Moyer is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation for six years. Outside of his advisory role, he occasionally assists clients with life insurance analysis and Medicare-related matters through Delphi Insurance Management Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, using various asset-allocation tools and multiple third-party platforms to construct portfolios tailored to clients’ risk tolerance and investment preferences.

Andrew Norton is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Advisors Corporation, Citadel FCU, and CUSO Financial Services LP. Outside of his advisory role, he is involved as a selling agent at Delphi Insurance Management Group LLC, offering various insurance products including health, disability, long-term care, and life insurance. OSAIC 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 with a range of investment options and uses firm-supported tools for portfolio construction and management.

Kelley Meagher is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Lincoln Financial Advisors and Delphi Wealth Management Group. Outside of advising, she is a certified notary public in Chester County, Pennsylvania. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Ashley Black is a financial advisor at Osaic with four years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Lincoln Financial Advisors, and Delphi Wealth Management Group. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across various investment types.