Vienna, VA Leesburg Pike Office

Daniel Ward is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, TD Ameritrade, Fidelity, and Ameriprise. Outside of his advisory role, he is an insurance agent offering fixed and fixed-indexed annuities, long-term care, traditional life insurance, and group benefits through Mylestone Plans. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party managers and proprietary investment strategies.

Courtney Caldwell is a financial advisor at OSAIC with 33 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 27 years. Caldwell holds Series 63 and Series 65 licenses and is also involved with Heritage Financial Consultants, LLC, where she provides insurance and financial planning services. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools across multiple affiliated entities.

Stephen Stewart is a financial advisor with OSAIC, holding a Series 66 credential and 25 years of industry experience. He has worked at Lincoln Financial Advisors for 25 years and Sagemark Consulting for 26 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced analytical tools.

Elizabeth Updike is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked at Wells Fargo Clearing, BB&T Investment Services, and Merrill. Outside of her advisory role, she serves as the recording secretary for the Greater McLean Republican Women’s Club, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Aleksandr Roytman is a financial advisor with OSAIC based in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior work includes 12 years at Lincoln Financial Advisors Corporation and one year at Merrill. He also operates a consulting business providing fixed annuities and term life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach is model-based with an emphasis on asset allocation, portfolio optimization, and the use of discretionary or advisor-managed strategies supported by various tools and third-party managers.

Mark Bronfman is a financial advisor with Osaic Wealth in Vienna, VA, holding a Series 66 license and 23 years of industry experience. He spent 22 years at Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of his advisory role, he owns an independent consulting firm that provides business growth and strategy services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning and managed portfolios. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization tools, supported by a broad platform including third-party managers and proprietary strategies.

Lydia Rossi is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors/Sagemark for 18 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Arthur Mcgonigal III is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 credential and previously worked at Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he is an agent offering health insurance and annuity products through Heritage Financial Consultants, LLC. OSAIC Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager options.

Michael Grinnell is a CFP® professional with 33 years of industry experience. He has worked at OSAIC since 2025 and previously spent 27 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he operates an insurance brokerage business providing a variety of life, health, disability, and long-term care insurance products. OSAIC serves a diverse client base including retail investors, institutions, retirement plans, and charities, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by multiple strategic platforms and third-party managers.

Mark Hughes is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer & Co. Inc., UBS Financial Services, Truist Investment Services, and Wells Fargo Clearing. In addition to his advisory role, he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance as a licensed insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Benjamin Melton Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Advisors, PNC, and Citigroup Global Markets. Outside of finance, Melton is an ordained minister and also owns two music-related LLCs through which he writes music and receives royalties. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs supported by various custodial and third-party arrangements.

Amir Eyal is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 66 designation and previously spent 20 years with Lincoln Financial Advisors Corp. Outside of his advisory work, he is an author of educational books and owns a company providing administrative support services for professionals. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Mary Ellison is a financial advisor at Osaic with 27 years of industry experience, including 23 years at Lincoln Financial Advisors. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is an insurance agent offering a range of products such as accident and health insurance, disability insurance, fixed and indexed annuities, and life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and offers various managed portfolio programs and third-party manager options.

Arthur Mcgonigal Jr. is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic Wealth and has previously worked at Lincoln Financial Advisors Corporation and Sagemark Consulting, Inc. Outside of his advisory work, he manages family mineral rights and ranching leases through Ewing Mac, LLC. Osaic Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, offering both brokerage and advisory services through a multi-advisor platform.

Mark Sherno is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advisory work, he is an insurance agent offering accident, health, disability, fixed annuities, traditional fixed life insurance, and life settlements. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that provides both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.