Kirkland, WA Sixth Street South Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

19

Of 7,832 advisors across 3,563 offices

Location

720 Sixth Street South, Suite 100

Kirkland WA 98033

Advisors at this office

19

Advisors at this office

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Alyssa J

CFP®, Series 66

Kirkland, WA

OSAIC

Alyssa Jarman is a CFP®-certified financial advisor with 10 years of industry experience. She currently works at OSAIC and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Jarman is involved in financial education through seminars and also owns vacation rental properties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory services and employs various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Frank B

CFP®, Series 63, Series 65

Kirkland, WA

OSAIC

Frank Busichio is a financial advisor at Osaic Wealth with 12 years of industry experience. He holds the CFP® designation and has worked previously at Royal Alliance Associates, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Pacific Capital Resource Group. Outside of his advisory role, he is a minority owner in a clothing and closet cleanout business operated by his wife. Osaic Wealth serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios with various investment types on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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April W

CFP®, Series 66

Kirkland, WA

OSAIC

April Wilson is a CFP® professional affiliated with Osaic Wealth, Inc. She has 24 years of industry experience, including prior roles at Penn Mutual Insurance Company, Hornor Townsend & Kent Inc., and LPL Financial. Wilson is also licensed as an insurance agent and conducts insurance sales for multiple carriers. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and offers access to a wide range of investment vehicles and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sean S

Series 66

Kirkland, WA

OSAIC

Sean Singh is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA, holding a Series 66 credential and four years of industry experience. His prior work includes teaching at Gonzaga University and Lake Washington High School. He is also involved in insurance sales through two related business activities. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rebecca M

Series 66

Kirkland, WA

OSAIC

Rebecca Martindale is a financial advisor with Osaic Wealth, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Community First Bank and ESRI. She also supports Osaic financial professionals as a paraplanner for F-SQUARED ADVISORS. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a multi-platform approach utilizing proprietary tools and third-party solutions to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Anthony S

CFP®, ChFC®, Series 66

Kirkland, WA

OSAIC

Anthony Soh is a CFP® and ChFC® with 19 years of industry experience. He currently works with Royal Alliance and has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. for extended periods. He is involved in advisor education through Advisory Resource Group, LLC, focusing on life insurance and annuity products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyler K

Series 66

Kirkland, WA

OSAIC

Kyler Kedroske is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor, Townsend, & Kent, LLC, Penn Mutual Life Insurance Company, and Concordia University Portland. In addition to his advisory role, he is involved as an insurance producer with Pacific Capital Resource Group. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes while supporting multiple advisory platforms and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Julian M

Series 66

Kirkland, WA

OSAIC

Julian McMahon is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of his advisory work, he serves as president of a local networking organization and participates in a financial advisor team specializing in divorce-related financial planning. OSAIC serves a broad client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage diversified portfolios across a range of investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Grant O

Series 66

Kirkland, WA

OSAIC

Grant Ostrom is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with OSAIC. He has held roles at Royal Alliance since 2020 and previously worked with Penn Mutual Life Insurance Company and Hornor Townsend and D Kent, Inc. from 2002 to 2020. In addition to his advisory work, he is involved in insurance brokerage, offering products including life, health, disability, long-term care, and annuities. 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 investment advisory services through multiple platforms and employs various asset-allocation tools and third-party resources to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexander G

Series 66

Kirkland, WA

OSAIC

Alexander Gray is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Alliance Wealth Management, Hornor, Townsend and Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory roles, he is involved in insurance sales through Pacific Capital Resource Group, Inc. and Alliance Wealth Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and third-party platforms to offer diversified investment solutions across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Zackary A

Series 66

Kirkland, WA

OSAIC

Zackary Ahyat is a financial advisor with Osaic Wealth, Inc. in Kirkland, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Ahyat is also active as an insurance agent with Pacific Capital Resource Group and F-Squared, focusing on life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a broad mix 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 with a range of portfolio management options, utilizing firm-provided tools and third-party services to support its clients.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Benjamin S

Series 66

Kirkland, WA

OSAIC

Benjamin Seran is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Momentum Wealth Advisors and has a background that includes commercial fishing in Southeast Alaska. Outside of his advisory role, he teaches an after-school chess program for middle school students. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael C

Series 63, Series 66

Kirkland, WA

OSAIC

Michael Campbell is a financial advisor with OSAIC in Kirkland, WA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes roles at Royal Alliance Associates, Pacific Capital, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Palisades Investment Advisors. He serves as a board member of the Friends of Laurelhurst Foundation, a nonprofit supporting Laurelhurst Elementary School, and is a council member of the Fred Hutch Professional Advisory Council. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to offer integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark S

Series 66

Kirkland, WA

OSAIC

Mark Stanley is a financial advisor with OSAIC based in Kirkland, WA, holding a Series 66 designation and nine years of industry experience. He has worked with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company since 2016. Outside his advisory role, he is the founder of Momentum Wealth Advisors LLC and serves as president of a professional referral networking group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. Its advisers use firm-provided tools to construct diversified portfolios managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Fernando P

Series 66

Kirkland, WA

OSAIC

Fernando Pohina is a Series 66-licensed advisor with 17 years of industry experience. He currently works at Osaic Wealth Inc. and has held prior roles at Hornor Townsend & Kent Inc. and Pacific Capital Resource Group Inc. He is involved in insurance sales and services through multiple ventures including Pacific Capital Resource Group and Ascent Wealth Solutions, and serves as Vice President of Advisory Resource Group, LLC, where he recruits and trains advisors. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a complex network of platforms, mergers, and commercial arrangements.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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