Nathan Mosier is a financial advisor with Osaic Wealth, Inc. based in Erie, PA. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to joining Osaic in 2024, he worked at The Vanguard Group for four years and Axa Advisors for one year. His background also includes roles outside finance, such as working at T.G.I. Friday's and studying at Penn State. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Daniel Kress is a financial advisor at OSAIC with nine years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining OSAIC in 2018, Kress worked at Sii and operated Kress Financial Services. Outside of his advisory work, he serves as a support board member for the Autism Society of Northwestern Pennsylvania, assisting with event organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction based on asset allocation tools, risk-tolerance assessments, and efficient-frontier analysis, supporting both discretionary and non-discretionary account management.

Elizabeth Brandon is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates, INC. and Charles River Laboratories. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios across various asset classes.

Patrick Kress is a financial advisor with OSAIC in Erie, PA, holding the CFP® and ChFC® designations and having nine years of industry experience. Before joining OSAIC in 2018, he worked at Sii and operated his own firm, Kress Financial Services. He serves as Treasurer on the board of the non-profit Happy Bark and is a general board member of the Erie Art Museum. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation modeling and automated rebalancing.