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Our Team

How We Work

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

Phillip Laird

Managing Partner

Jonathan  Hardie

Jonathan Hardie

Managing Partner

Ryan  Rotunno

Ryan Rotunno

Managing Partner

Alexander Hawkins-Rusch

Alexander Hawkins-Rusch

Director of Business - Financial Representative - Not affiliated with Osaic Wealth, Inc.

Brandon Moreno

Brandon Moreno

Financial Representative - Not affiliated with Osaic Wealth, Inc.

Brian Coule

Brian Coule

Financial Representative - Not affiliated with Osaic Wealth, Inc.

Christopher Lytal

Christopher Lytal

Financial Representative - Not affiliated with Osaic Wealth, Inc.

Lucas Zuniga

Lucas Zuniga

Financial Representative - Not affiliated with Osaic Wealth, Inc.

Othello Vida Jr.

Othello Vida Jr.

Financial Representative - Not affiliated with Osaic Wealth, Inc.

Shane McVan

Shane McVan

Financial Advisor

Ulyana Rosenberg

Ulyana Rosenberg

Financial Representative - Not affiliated with Osaic Wealth, Inc.