West Palm Beach, FL W Railroad Ave Office

Jonathan Hardie is a financial advisor with OSAIC Wealth, Inc. in West Palm Beach, FL, holding Series 66 and Series 63 credentials and five years of industry experience. He has previously worked at Capella Financial Group, Northwestern Mutual, AquaGuidance, and PFS Investments Inc. OSAIC Wealth, Inc. serves a diverse client base including retail investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions using advanced portfolio construction tools and third-party services.

Shane Mc Van is a financial advisor at OSAIC with a Series 65 credential and two years of industry experience. He has worked at several firms including Creative Financial Network and Trinity Wealth Securities. In addition to his advisory role, he is involved in insurance-related business activities through Creative Financial Network and Capella Financial Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and offers integrated brokerage and advisory services across multiple investment platforms.

Phillip Laird is a financial advisor at OSAIC with six years of industry experience. He has held positions at Northwestern Mutual and SagePoint Financial prior to joining OSAIC. Laird is a manager at Capella Financial Group, where he is involved in selling life insurance, long-term care, health, and fixed annuity products. OSAIC Wealth, Inc. 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, utilizing a range of investment products and third-party platforms to manage both discretionary and non-discretionary accounts.

Luis Romero is a financial advisor at OSAIC with Series 63 and Series 66 credentials and four years of industry experience. He previously operated Romero Mentoring and Romero Capital for nearly a decade each. 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 offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.