Jason Perry is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previous experience at Securities America Advisors, Janney Montgomery Scott, and Edward Jones. Outside of his advisory role, he serves on the advisory council of Christy’s Cause, Inc. and is the founder of SymboliQ Wealth Management, LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Michael Gluski Jr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has worked at Osaic since 2024 and previously was with Woodbury Financial Services Inc. and Ameriprise Financial Services, Inc. He owns Advize Planning Partners, an LLC that provides business consulting for business owners using Biz Equity to assess their business value. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a network of affiliated advisors, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.