Claire Besant is a financial advisor at OSAIC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, IEX Services, and Sanford C. Bernstein & Co., LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various asset classes.

Peter Maiorano is a financial advisor with OSAIC based in Brooklyn, NY, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2002. In addition to his advisory work, he is involved in tax preparation and sales of fixed insurance products, including life, health, and long-term care insurance. OSAIC serves a broad client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage diversified portfolios.

Scott Welch is a financial advisor at OSAIC based in Brooklyn, NY, holding Series 63, 65, and 66 licenses with 21 years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory role, he is an investment manager and insurance producer at Montclair Capital Management. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to manage diverse portfolios and supports both discretionary and non-discretionary accounts, alongside access to third-party money managers and wrap programs.

Ji Shin is a Series 66-licensed financial advisor with six years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services and other firms. In addition to his advisory role, Ji Shin serves as an office manager and registered assistant for SAS Capital LLC. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.