Anthony Berardi is a CFP® professional with six years of industry experience, currently affiliated with OSAIC. Prior to joining OSAIC, he held roles at Ameriprise and Core Investments Group, among others. His background includes work in both financial services and other industries such as motor parts and sports complex management. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios that include various asset classes.

Darrin Shallcross Sr. is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and spent 20 years at Lincoln Financial Advisors Corporation prior to joining OSAIC in 2025. Outside of his advisory role, he is involved in managing a financial planning corporation and has experience selling equity indexed life and annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to provide customized portfolio management.