Morteza Karimian is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Karimian is also president and CEO of Innovative Financial Group-Chattanooga and is involved in several other business ventures, including serving as trustee for a family trust and co-owning Innovative Benefits Group, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including managed portfolios and access to third-party money managers. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Briston Reese is a Series 66-registered advisor with Osaic Wealth, Inc., based in Chattanooga, TN. He has held various roles since 2014 in financial services and education, including positions at Advisor Compliance Associates and Patten and Patten, Inc. Reese’s career with Osaic began in 2026. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct portfolios across a wide array of investment options.