Laurie Conforti is a financial advisor at Osaic with nine years of industry experience. She holds a Series 65 designation and previously worked at Securities America, Inc. Laurie also has experience outside the financial industry, including working as a server at a private event venue, Coyote Ranch. Osaic Wealth serves a broad range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across various account types.

Jeff Conforti is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for a combined 39 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across various advisory programs.

Carol Underwood is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 16 years of industry experience. She previously worked at Securities America Advisors and MetLife Securities Inc., among other firms. In addition to advisory services, she is involved in insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.