Jamie Blum is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Triad Hybrid Solutions, Triad Advisors, Councilor, Buchanan & Mitchell, Financial Divorce Solutions, Certified Contractors Network, and Maggio Roofing Co. Blum serves as President-Elect of the DC Academy of Collaborative Professionals, a nonprofit focused on education and networking for collaborative divorce professionals. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and consulting services delivered through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Amanda Harrelson is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 20 years of experience in the industry, with prior roles at Arbor Point Advisors, Securities America, Inc., and Summit Financial Group Inc. Harrelson is also an adjunct professor at Auburn University, where she teaches one to two courses per semester. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a variety of advisory services, including investment management and retirement plan consulting, using multiple program models and a combination of proprietary and third-party platforms.

Richard Anderson is a financial advisor with Osaic Advisory Services, LLC, holding 41 years of industry experience. His career includes positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, Inc. He has not engaged in life insurance sales in recent years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection.

Daniel Rodriguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His career includes roles at firms such as United Capital Financial Advisers, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of advisory work, he is a non-managing member of a real estate investment LLC and acts as a loan grantor to an S-corporation involved in rental property income generation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a mix of proprietary and third-party platforms.

Elizabeth McGee is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at several firms, including First Allied Securities, Inc., SageView Advisory Group, LLC, and Triad Advisors. McGee is also the owner of EM Financial LLC, a financial planning and investment advice business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

George Bellucci is a CFP®-designated financial advisor with over 31 years of industry experience. He currently works at Osaic Advisory Services, LLC and has previously been affiliated with American Portfolios Financial Services, Inc., Hartford Equity Sales Company Inc., and Phoenix Home Life. In addition to his advisory role, he is president of Bellucci Insurance Brokerage, a sole proprietorship specializing in casualty and property insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides comprehensive investment management, financial planning, retirement plan consulting, and related services through multiple program models and a combination of proprietary and third-party platforms.

Charles Vercellone is a financial advisor at Osaic Advisory Services, LLC with 41 years of industry experience. He holds the ChFC® designation and has worked previously at Sigma Planning Corp. and Wealth Strategies Group, LLC. Vercellone serves as an ambassador for the Troy Chamber of Commerce, participating in networking and educational events. Osaic Advisory Services, LLC provides investment management and financial planning to individuals, plans, corporations, trusts, and nonprofit entities. The firm offers multiple advisory program models and access to a variety of investment platforms and alternative investment opportunities.

Rodney Segraves is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Triad Hybrid Solutions since 2019 and Kestra Financial Services, Inc. from 2016 to 2019. Additionally, he operates Rodney Segraves, CPA, providing tax preparation and accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Sarah Burdette is a Series 66-licensed advisor with Osaic Advisory Services, LLC, where she has worked since 2026. She has seven years of prior experience at Aeon Wealth Management and additional experience with Osaic Wealth Inc and Smokehouse Live. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through multiple advisory programs.

Peter Hirsch is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. since 2009 and at Sunamerica Securities, Inc. from 1998 to 2005. Osaic Advisory Services is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of investment management and financial planning services delivered through multiple program models.

Jeffry Kennat is a CFP® with 25 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. Outside of financial advising, he works as a tax preparer during income tax season and performs as a drummer in a band for hire. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Olivia Casper is a financial advisor at Osaic Advisory Services, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Robert W Baird and Regions Bank. Outside of her advisory role, she assists a financial advisor as a registered client associate with Servet Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Bryan Rendon Salazar is a CFP® professional affiliated with Osaic Advisory Services, LLC in Greenville, NC, with three years of industry experience. His prior work includes roles at Fidelity Investments and Servet Wealth Management. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and additional services through multiple program models, utilizing proprietary guidance alongside third-party platforms.

Neal Slafsky is a financial advisor with Osaic Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 38 years of industry experience. His career includes roles at United Capital Financial Advisers, Girard Securities, and Cetera Advisor Networks. In addition to his advisory work, he is a managing member of RABSCO, LLC. Osaic Advisory Services serves a broad client base, including individuals, corporations, pension plans, trusts, and charities, offering investment management, financial planning, and related services through multiple program models. The firm employs a combination of proprietary and third-party platforms to manage portfolios and provides clients access to alternative investments and specialized lending solutions.

Richard Almond is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and Cornerstone Financial Advisors. Almond also serves as secretary of a homeowners association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of advisory services delivered through multiple program models, utilizing proprietary guidance and third-party platforms to build and monitor client portfolios.

Jeffrey Murphy is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PFG Advisors, LLC and Securities America, Inc. Murphy has a background in insurance sales dating back to 1995. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual, institutional, and nonprofit clients. The firm provides investment management, financial planning, retirement plan consulting, and other financial services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Jason Iannantuono is a CFP® professional with over 31 years of industry experience. He is currently with Osaic Advisory Services, LLC, where he has worked since 2018, and previously spent ten years at Triad Advisors, Inc. Outside of his advisory work, he serves as treasurer for the Maskenozha Rod & Gun Club, managing its financial records. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services, including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians such as Schwab and Fidelity.

Kasia Medlar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. She has worked with Osaic since 2024 and previously held roles at Triad Hybrid Solutions and Triad Advisors. Outside of advising, Medlar serves as an Investment Operations Manager at iNDICON, Inc., providing administrative support to advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers a range of investment and financial planning services through multiple program models, utilizing proprietary guidance and third-party platforms to build and monitor client portfolios.

James Duke is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Edward Jones, Keeler Thomas, and SagePoint Financial. In addition to his advisory work, he serves as an adjunct professor teaching the CFA Level 1 course to graduate students at the University of Utah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, using both proprietary guidance and third-party platforms.

Daniel Head is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has worked with Triad Hybrid Solutions, LLC and Triad Advisors, Inc. and is managing partner of Head Investment Partners LLC. Outside of his advisory work, he is involved with Shadesavers, a consumer product business where he oversees administrative, legal, and accounting relationships. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of investment and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.