Ryan Trabert is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at KEI Financial and Albertsons, among other roles. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Carol Knowlton Chirko is a financial advisor at Osaic with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Securities America Advisors and Cooper McManus. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory programs supported by a model-based investment process and a complex affiliate network.

Joseph Trabert is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. for 16 years. He is also president of Kei Financial, where he is involved in insurance sales and risk analysis as part of comprehensive financial planning. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and diverse product offerings.