Vienna, VA Leesburg Pike Office

Daniel Ward is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic and has prior experience at Lincoln Financial Advisors Corporation, TD Ameritrade, and as a self-employed advisor. Outside his advisory work, Ward is an agent with Mylestone Plans, offering fixed and fixed-indexed annuities, life insurance, and group benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client risk tolerances.

Courtney Caldwell is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining Osaic in 2025, Caldwell spent 27 years at Lincoln Financial Advisors Corporation. Additionally, Caldwell is involved with Heritage Financial Consultants, LLC, where she acts as an agent offering a range of insurance products. Osaic Wealth serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a multi-platform approach, employing asset-allocation tools, risk-tolerance analyses, and both discretionary and non-discretionary portfolio management.

Stephen Stewart is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 25 years and has been affiliated with Sagemark Consulting since 2000. Osaic serves a diverse range of retail and institutional clients through a large network of advisers and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Elizabeth Updike is a financial advisor at OSAIC with 40 years of industry experience. She has held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory work, she serves as recording secretary for the Greater McLean Republican Women’s Club and acts as trustee for a family revocable living trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Aleksandr Roytman is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 12 years. Roytman also operates a sole proprietorship focused on providing clients with fixed annuities and term life insurance. Osaic Wealth, Inc. 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 advisory services and uses various asset-allocation tools and third-party solutions to construct diversified portfolios for its clients.

Mark Bronfman is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 credential and previously worked for Lincoln Financial Advisors Corporation for 22 years. Outside of his advisory role, he owns a consulting firm that provides business growth and strategy advice to clients. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a range of investment tools, third-party managers, and various portfolio management options.

Robert Lank Jr. is a financial advisor with OSAIC based in Vienna, VA, holding the PFS™ designation and Series 66 license. He has 26 years of industry experience, including 13 years at Lincoln Financial Advisors and over 40 years as a partner at Lank Johnson & Tull CPAs. Outside of advising, he serves as an executor of estates, acts as a trustee for a revocable trust, and partners at a CPA firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and managed accounts.

Lydia Rossi is a financial advisor at OSAIC with 18 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors/Sagemark from 2007 to 2025. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using a range of tools and third-party platforms to construct and manage portfolios across various asset classes.

Arthur Mcgonigal III is a financial advisor at OSAIC with 10 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 10 years. Mcgonigal holds a Series 66 designation and is also involved as an agent offering health insurance, fixed and indexed annuities, life settlements, and traditional life insurance through Heritage Financial Consultants, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing in portfolio construction.

Michael Grinnell is a CFP® professional with 33 years of industry experience, currently serving at Osaic since 2025. He spent 27 years at Lincoln Financial Advisors Corporation prior to joining Osaic. In addition to his advisory role, he is involved in insurance brokerage activities, providing clients with traditional life, accident, health, disability, and long-term care insurance coverage. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct customized portfolios across various asset classes.

Mark Hughes is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Oppenheimer & Co. Inc. He also acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms.

Mark Johnson is a Series 66-credentialed financial advisor with 14 years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors for 13 years. Johnson is also a CPA and has provided tax, audit, and valuation services at Lank, Johnson & Tull CPAs since 2006. In addition to his advisory role, he serves as a trustee for a CPA client. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and third-party managers to build diversified portfolios and supports complex platform integrations resulting from multiple mergers.

Benjamin Melton Jr. is a financial advisor at Osaic with 35 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes Lincoln Financial Advisors and PNC. Outside of finance, he is an ordained minister and also owns two music publishing companies through which he writes music and receives royalties. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy account transitions.

Amir Eyal is a financial advisor with OSAIC based in Vienna, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 20 years before joining OSAIC in 2025. Outside of his advisory role, Eyal writes and publishes educational books and is involved in several business ventures including administrative support services and private investment entities. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, risk assessment, and automated portfolio management across multiple investment types.

Mary Ellison is a financial advisor with OSAIC based in Vienna, VA, holding Series 63 and Series 65 licenses and has 27 years of industry experience. She previously worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. In addition to her advisory role, she offers a range of insurance products, including accident and health insurance, disability insurance, annuities, long-term care, and traditional life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm employs a variety of asset-allocation tools and investment strategies, providing integrated brokerage and advisory services with access to third-party managers and managed-account solutions.