Fernando Gonzalez is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial and Wealthcare Advisory Partners. Gonzalez serves as Vice President of a business networking group focused on marketing and referral development. OSAIC serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party model portfolios and managed-account programs.

Eric Kaplan is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, and Gaines Financial Group. Kaplan is involved in a local marketing referral network through a membership committee role at BNI. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and efficient-frontier analysis, employing a range of investment options and third-party money managers.