Portland, OR Resource Financial Planning Office

Kathryn Lichty is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates and Resource Financial Planning, Inc., where she serves as president. Outside of her advisory role, she is president of Resource Insurance Services, Inc., advising clients on life insurance and annuity products. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment platforms and third-party money managers.

Michelle Skinner is a financial advisor at OSAIC based in Portland, OR, with 2 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Resource Financial Planning, Victory Financial Planning, tru Independence, XY Planning Network, Edelman Financial Engines, and Farm Credit West. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation and portfolio construction tools and supports both discretionary and non-discretionary account management.

Lucas Flores is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC, Mass Mutual Life Insurance Co, Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Bailey Nurseries Inc. He also independently sells life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management.

Leonard Odegaard is a financial advisor with OSAIC Wealth, Inc. in Portland, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates, Resource Financial Planning Inc, and Massmutual Life Insurance Co. He is also a financial advisor and agent with Resource Insurance Services, where he provides advice on life insurance and annuity products. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and efficient-frontier analysis to build diversified portfolios and supports multiple advisory platforms and third-party managed-account solutions.

Rhys Lendio is a financial advisor at OSAIC Wealth, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Resource Financial Planning, Inc. Outside of his advisory role, Rhys serves as a notary public in Oregon and participates as a volunteer mentor providing pro bono financial advice through the 3rd Decade program. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Ryan Mccarthy is a financial advisor with Osaic Wealth, Inc. in Portland, OR, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including eight years at Royal Alliance Associates Inc. and several years at Osaic Wealth, Inc. Outside of his advisory work, he serves as a statutory agent for Resource Insurance Services, Inc., advising clients on life insurance and annuity products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services supported by firm-provided asset allocation tools, automated portfolio management, and access to third-party money managers and wrap programs.