Laurie Conforti is a financial advisor with OSAIC in Campbell, CA, holding a Series 65 designation and nine years of industry experience. She has worked at Securities America, Inc. since 2017 and was previously employed at Challenger School from 2010 to 2016. Outside of her advisory role, she serves as a server at a private event venue, Coyote Ranch. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Jeff Conforti is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and SECURITIES AMERICA, inc. Conforti is also licensed as an insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios tailored to client needs.

Carol Underwood is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 16 years of industry experience. She previously worked at Securities America Advisors and METLIFE Securities Inc. Outside her advisory role, she is involved in insurance sales, providing clients with insurance and fixed indexed annuity products. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.