Eric Wagner is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 designations and 26 years of industry experience. He worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company from 1996 to 2018. In addition to his advisory role, he operates a sole proprietorship financial advisory business and has experience as an insurance broker. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes and supports multiple advisory platforms and third-party managed-account solutions.

Jeffrey Sultan is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. In addition to advisory roles, he has been involved in the sale of fixed insurance products and commercial lines insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employs asset-allocation tools and third-party platforms, and manages portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Zemito Jr. is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Sagepoint Financial, MML Investors Services, and Mass Mutual Life Insurance. He is a board member for an office building homeowners association in Westlake, Ohio. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage, investment advisory, and financial planning services through a large network of advisers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing, managing portfolios that may include various securities on a discretionary or non-discretionary basis.