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 previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is involved in providing life insurance solutions focused on wealth preservation and estate planning. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Curtis Levalley is a financial advisor with OSAIC in Peoria, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 33 years of industry experience and has worked with Osaic Wealth, Inc. since 2018, following prior roles at LeValley Wealth Management and Signator Investors, Inc. He serves as a backup trustee and financial and healthcare power of attorney for a family member. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, automated rebalancing, and multiple advisory platforms to manage portfolios that may contain a range of securities and investment vehicles.

Timothy Bunker is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018, following a two-year tenure at Signator Investors, Inc. He is also president of Bunker Financial Services Inc., where he sells and services life insurance, fixed annuities, group health, and disability 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 offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

David Bown is a financial advisor with Osaic Wealth, Inc. based in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he creates a Christian radio show focused on Bible lessons and personal empowerment. Osaic Wealth serves a diverse client base that includes individual investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services through a broad network of advisers, utilizing asset-allocation tools and multiple investment platforms to manage a wide range of portfolio types.

Adryana Geyser is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase & Co., as well as experience outside finance as a bartender at Civana Wellness Resort & Spa. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes a variety of asset-allocation tools and manages portfolios across multiple investment types, serving clients with both discretionary and non-discretionary account management options.