Savas Constantinou is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2026. He previously worked at Cetera Investment Services, Hancock Whitney Bank, Modera Wealth Management, LPL Financial, and AXA Advisors. He has also held a senior wealth planning advisor role at Hancock Whitney Bank, focusing on trust and estate, retirement, investment, risk management, and business planning in collaboration with other financial professionals. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm offers portfolio construction using firm tools and third-party solutions, supporting both discretionary and non-discretionary management across diverse asset classes.

Jeffrey Welsh is a financial advisor with Osaic in Bradenton, Florida, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and Bard Financial Services, Inc. Welsh owns a sole proprietorship that sells term and fixed life insurance, fixed annuities, and accident and health insurance. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs advanced asset-allocation tools and offers various managed account solutions, including discretionary and non-discretionary management options.

Arik Jacobson is a Series 66 credentialed advisor with 14 years of industry experience, currently affiliated with OSAIC. He previously worked at Financial Dimensions Group, Inc. for 12 years. Outside of his advisory role, Jacobson is an independent life insurance agent and serves on the finance committee of a local YMCA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.