Anna Gorman is a CFP® with 20 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, Wells Fargo Investments, and Citigroup Global Markets. Beyond her advisory role, she is also an independent insurance agent. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and provides multiple program options through its extensive affiliate network.

Joseph Roubik is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Money Wise Planning Group, Sii Investments, and Capital Financial Services. He serves on the board of the Wehr Nature Center and owns a tax preparation and planning business. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager programs.