Moorestown, NJ South Lenola Road Office

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Royal Alliance Associates, Lincoln Financial Distributors, The Vanguard Group, and Delta Development Group. Outside of her advisory role, she is involved in sales and marketing of fixed annuities and insurance products through Bala Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm uses a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by multiple program options and a complex affiliate network.

John Scott is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 25 years. Scott serves as a board member of Hope Community Church in Moorestown, NJ. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, and is noted for its scale, consolidation activity, and complex affiliate network.

Sean McGovern is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory work, McGovern coaches youth soccer and flag football with the Hadden Township Athletic Association. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a large multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the utilization of discretionary and third-party managed strategies.

James Scott is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii for seven years. In addition to his advisory role, Scott is involved in insurance brokerage specializing in life, annuities, health, and group benefits. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, consolidation activity, and a complex affiliate network that supports its platform and product offerings.