Yianni Makris is a financial professional at Osaic with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Makris collects and trades sports cards and serves as a voluntary board member for a local homeowners association. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

Anna Makris is a financial professional at OSAIC with eight years of industry experience. She holds a Series 66 designation and previously worked at Signator Investors Inc. Outside of her advisory role, she operates a clothing consignment business via an online platform. OSAIC Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing customizable strategies and access to multiple custodial and third-party platforms.

George Makris is a financial advisor with Osaic based in Cincinnati, OH, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has served as president of Makris Financial Group since 1991 and has worked at Royal Alliance Associates and Signator Investors. Outside of advising, he holds a voluntary board member position for a condominium association and operates a sole proprietorship selling life insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation, portfolio optimization, and a variety of programs such as Unified Managed Accounts and third-party manager options.