Silver Spring, MD Post Office Road Office

Patrick Dunn is a financial advisor with OSAIC in Silver Spring, MD, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. Dunn is also a trustee member of the Board at St. Joseph's Collegiate Institute in Buffalo, NY, serving in an unpaid, volunteer capacity. OSAIC 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 and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing, managing portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Geoffrey Newman is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc., SMI Financial, LLC, and H.Beck, Inc. Outside of financial advising, he serves as Vice President and Board Member of Newman Funeral Homes and is involved in several nonprofit and fraternal organizations, including serving as President of the DC Society, Sons of the American Revolution, and as an associate board member for Shriners Children's Hospital in Philadelphia. OSAIC 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, utilizing a variety of tools and third-party solutions to construct portfolios across multiple asset classes.