John Flaherty is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. for 24 years before joining OSAIC. He also serves as president of John K. Flaherty & Associates Ltd., providing accounting and tax preparation services. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various investment types, managing accounts on discretionary or non-discretionary bases.

Tal Diekvoss is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Fiduciary Management Group since 2009 and was affiliated with FSC Securities Corporation from 2009 to 2023. Outside of his advisory role, he serves on several nonprofit boards, including the Vin Baker Bouncing Back Foundation, Community First, Inc., and the Vince Lombardi Cancer Foundation, and holds council membership at Grace Lutheran Church. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party investment managers. Its investment approach utilizes asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managed on either a discretionary or non-discretionary basis.