Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Phillip Laird
Managing Partner
Jonathan Hardie
Managing Partner
Ryan Rotunno
Managing Partner
Alexander Hawkins-Rusch
Director of Business - Financial Representative - Not affiliated with Osaic Wealth, Inc.
Brandon Moreno
Financial Representative - Not affiliated with Osaic Wealth, Inc.
Brian Coule
Financial Representative - Not affiliated with Osaic Wealth, Inc.
Christopher Lytal
Financial Representative - Not affiliated with Osaic Wealth, Inc.
Lucas Zuniga
Financial Representative - Not affiliated with Osaic Wealth, Inc.
Othello Vida Jr.
Financial Representative - Not affiliated with Osaic Wealth, Inc.
Shane McVan
Financial Advisor
Ulyana Rosenberg
Financial Representative - Not affiliated with Osaic Wealth, Inc.