Peoria, AZ Office

Daron Mcmillan is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Wells Fargo Clearing. Outside of his advisory role, he provides life insurance solutions focused on wealth preservation and estate planning. OSAIC serves a broad range of retail and institutional clients with brokerage and advisory services, utilizing a model-based investment approach that includes portfolio optimization and multiple managed account strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Curtis Levalley is a Certified Financial Planner (CFP®) with over 33 years of experience in the financial services industry. He has worked with firms including Osaic Wealth, Inc., LeValley Wealth Management, Signator Investors, Transamerica Financial Advisors, and Wells Fargo. Levalley operates his own wealth management and insurance brokerage sole proprietorships. He also serves as financial and healthcare power of attorney, as well as backup trustee, for a family member. Levalley is affiliated with Osaic Wealth, a large multi-advisor platform that serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Timothy Bunker is a financial advisor with OSAIC based in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. He is also president of Bunker Financial Services, Inc., a firm focused on life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and a range of advisor-managed strategies.

David Bown is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2022, with prior experience at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Mass Mutual Investors Services. Outside of his advisory work, he owns Strategies for Life!, a sole proprietorship focused on producing a Christian radio show that covers Bible lessons, success strategies, and personal empowerment. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports various investment strategies and third-party managers across its extensive and complex affiliate network.

Adryana Geyser is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. She previously worked at Equitable Advisors and JPMorgan Chase & Co. Outside of her advisory role, she is employed as a bartender at Civana Wellness Resort & Spa. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning and model-based asset allocation strategies.