Peter Singler Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services and Questar Asset Management, and he has maintained a tax preparation and accounting business since 1984. He provides tax and accounting services through his involvement with Altman & Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program options.

Stephen Huber is a CFP® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is involved in tax preparation services and participates in a board game startup through a partnership in a content development and business planning venture. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm utilizes a model-based investment process with a focus on asset allocation and portfolio optimization and is notable for its scale and recent consolidation activity.

Ashley Harrison is a financial advisor at Osaic Wealth with two years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc and the Huber Insurance Group, where he also serves as a case manager. Outside of financial services, he works as a delivery driver for DoorDash. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.