Osaic Advisory Services, LLC

Morgan Golich is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including SageView Advisory Group and Cetera Advisors. Golich is also an associate wealth advisor at Bloomfield Hills Advisory. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutions, and offers a range of advisory services such as managed accounts, financial planning, and retirement plan consulting.

Alyce Phinney is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Osaic Advisory Services, LLC and has held roles at Triad Hybrid Solutions, Argent Bridge Advisors, and Triad Advisors. Outside of her advisory work, she is involved in divorce education as a speaker and hosts workshops on the subject, and she also owns a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutions, offering a range of managed account programs, financial planning, and consulting services through a representative-driven advisory model.

Nasser Ahmad is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and LPL Financial. His background includes roles focused on investment advisory services and financial planning. Osaic Advisory Services, LLC manages approximately $12.47 billion in client assets and serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of services such as managed account programs, third-party consulting, financial planning, and lending solutions, utilizing both fundamental and technical analysis across various investment vehicles.

Richard Wilson is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise, First Interstate Bank, LPL Financial, and Securities America, Inc. Outside of advisory services, he is involved as a Wealth Advisor with Idaho Central Credit Union. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets and serving a diverse client base including individuals, charities, corporations, retirement plans, and institutions. The firm’s representative-driven model offers both discretionary and non-discretionary portfolio management, utilizing a wide range of investment products and platforms.

Shane Hamashige is a CFP® professional with eight years of experience, currently serving as a financial advisor at OSAIC. His career includes roles at Securities America Advisors and Arbor Point Advisors. He is also involved with Sabre Financial Services, LLC, which provides investment advice, financial planning, and corporate consulting. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Kyle Jobin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for nearly two decades before joining Osaic. Jobin is also the owner and president of Jobin Financial, an investment-related business. Osaic Advisory Services, LLC manages approximately $12.47 billion in client assets and serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of advisory and managed account programs, combining in-house expertise with external platforms to provide tailored investment solutions.

Heather Pollack is a financial advisor at Beacon Financial Group, Inc. with 32 years of industry experience. She holds a Series 63 designation and previously worked for Lincoln National Life Insurance Company and Lincoln Financial Advisors Corp. for 20 years. Beacon Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan sponsors, offering wealth management that integrates discretionary investment management, financial planning, and qualified retirement-plan fiduciary services. The firm uses a combination of common investment instruments and occasional specialized strategies, emphasizing customized, goal-based portfolio construction with a long-term focus and flexibility to adjust as needed.

Timothy Ingalls is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base that includes individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Richard Russo Jr. is a CFP® with 26 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He has held roles at Triad Financial Inc. and Montuori & Associates since the late 1990s. Outside of advisory services, he oversees tax and accounting operations for Long Island Financial Services Group and is a licensed independent insurance agent in New York. Osaic Advisory Services, LLC is an SEC-registered adviser managing approximately $12.47 billion in client assets, serving a diverse client base including individuals, charities, corporations, and institutional entities. The firm offers a range of managed account programs, financial planning, retirement consulting, and lending solutions through a representative-driven model utilizing multiple investment platforms and strategies.

Eric Ashburn is a CFP® professional with 11 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Ashburn is involved in financial planning and consulting for business owners through his role at Argent Bridge Advisors, where he also contributes expertise in divorce financial analysis and has authored a book on early retirement considerations. Osaic Advisory Services, LLC is an SEC-registered adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement consulting, and lending solutions through a representative-driven advisory model.

Curren Webb is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining Osaic in 2024, he spent ten years at Arbor Point Advisors and Securities America Inc. He is also co-owner of Fortress Wealth Advisors, an LLC used to manage business expenses and provide financial planning and securities-related advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets and serving a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of services such as managed account programs, financial planning, retirement plan consulting, and lending solutions, employing a representative-driven advisory model with access to a wide array of investment vehicles and platforms.

Kevin Woodcheke is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Goldman Sachs and Fidelity Investments. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions.

Claudia De La Rosa is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Triad Hybrid Solutions, Triad Advisors, Graham Capital Strategies LLC, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of her advisory role, she serves as president of the Hunt College of Business Alumni Network and is a board member of the nonprofit Progress321. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk-tolerance assessments with asset allocation and portfolio optimization tools, offering a wide range of investment products and advisory programs through a large network of financial advisers.

James Boss is a CFP® with 25 years of experience in the financial services industry. He currently works at Osaic Advisory Services, LLC and previously held roles at Arbor Point Advisors, Securities America, Inc., and U.S. Bancorp Investments, Inc. Outside of his advisory work, he volunteers as a youth hockey coach in Bend, Oregon. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets and serving a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of managed account programs, third-party consulting, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Luca Procel is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Procel is also the owner of Procel Financial, an advisory and insurance business offering services including fixed and variable annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, consulting, and lending solutions through a representative-driven advisory model.