Lili Monassebian is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 15 years before joining OSAIC in 2024. OSAIC serves a diverse range of clients, including retail and institutional investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Peter Trimarchi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at CFO Wealth Advisors and EY. Trimarchi is involved with Trimarchi Wealth Management, a subchapter S corporation focused on investment work and financial planning. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms and uses various tools and third-party solutions to construct and manage customized portfolios.

Anthony Trimarchi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for American Portfolios Financial Services, Inc. for 19 years and has been involved in financial consulting and teaching at St. John's University since 1998. He is also president and owner of CFO Wealth Advisors, Inc., a life and health insurance business in New York. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a variety of investment types.