Kerrie Morris is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera and Foresters Financial Services. Outside of her advisory role, she is a senior instructor at Moke's Martial Arts and is actively involved in community organizations including the Cub Scouts and her local church, where she serves as secretary and treasurer. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and third-party money management solutions.

William Spero is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Cetera, Foresters Financial Services, and First Investors Corp. He serves as managing partner of Tri-Pointe Wealth Advisors, LLC and is a member of the Southwest Regional Chamber of Commerce. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Robin Tucker is a financial advisor with Osaic Wealth, Inc. based in Canonsburg, PA. He holds the ChFC® designation and has 28 years of industry experience, including prior roles at Cetera and Foresters Financial Services. Outside of finance, Tucker manages an equestrian boarding facility with his husband. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment managers.