Yardley, PA Township Line Road Office

Jenna Breslin is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and worked previously at FSC Securities Corporation for 15 years before joining OSAIC in 2023. She is also involved in selling variable annuities, fixed life, and health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Andrew Connolly is a CFP® professional with 12 years of industry experience. He is currently with OSAIC, having joined the firm in 2023 after nine years at FSC Securities. Outside of his advisory work, Connolly operates a tax preparation business and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party solutions to manage accounts on both discretionary and non-discretionary bases.

Dustin Sullivan is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Brandywine Counseling & Community Services and ESF Summer Camps. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset allocation tools and access to third-party money managers across multiple platforms.

Casey Startzell is a CFP® professional with 13 years of industry experience. He is currently with Osaic, having joined in 2023 after 11 years at FSC Securities Corporation. Outside of his advisory role, he owns STARTZELLGROUP LLC, a tax preparation service for individuals, families, and small businesses. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services and employs various tools and third-party solutions to construct and manage portfolios across asset classes on both discretionary and non-discretionary bases.

Bryan Connolly is a CFP® with 39 years of industry experience. He has worked at OSAIC since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions that include automated portfolio construction and access to third-party managers.

Cody Colville is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including with Legacy Financial Group and as a steamfitter. Outside of his advisory work, he is involved with Lumen Financial Group in an administrative capacity. 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 investment advisory services, retirement plan consulting, and access to third-party money managers, using a range of asset-allocation tools and automated rebalancing to construct diversified portfolios.

James Potoka is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently affiliated with OSAIC and previously spent 25 years with FSC Securities Corporation. Potoka is also an independent insurance agent offering long-term care, life, disability, and health insurance products through his sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and offers access to various investment vehicles and third-party managed accounts.

George Mccleary is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 25 years. He also operates a tax preparation business during tax season and sells insurance products when suitable for clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party managers.

Paul Klimkowski is a CFP® professional with eight years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. He previously worked at FSC Securities and DB Schenker. In addition to his advisory work, he is involved in tax preparation, handling federal and state filings. OSAIC 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 utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios featuring a variety of asset classes, offering both discretionary and non-discretionary account management.

Neal Oberto is a CFP®-certified financial advisor with 11 years of industry experience, currently with OSAIC since 2023. He previously worked at FSC Securities Corp for eight years. Outside of his advisory role, he is also licensed as a life insurance agent and assists with financial planning activities under James R. Potoka. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

William Palisca is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023, following a long tenure at James Startzell. He also operates Legacy Financial Services Group as an associate planner, providing sales and service support to clients. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of financial advisers and multiple platforms. The firm employs firm-provided asset-allocation tools and third-party managed-account solutions to construct portfolios that include a variety of investment products and can be managed on discretionary or non-discretionary bases.