Crysta Bloomingdale is a Series 66-licensed financial advisor at OSAIC with five years of industry experience. She has worked at Royal Alliance Associates, Financial Achievement Services, Main Street Greenville, and Academic Research Resources. Bloomingdale serves on the boards of the Garst Museum and the National Annie Oakley Center, Family Health Services, and the Greenville Public Library. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization with a range of discretionary and third-party management strategies.

Claire Neiswander is a financial advisor at OSAIC with two years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2023. Prior to her current role, she was employed at Performance Academies and Greenville Federal Bank. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process focused on asset allocation and portfolio optimization.

Mark Wright is a CFP®-designated financial advisor with 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and Financial Achievement Services, where he has held roles since 1999. Wright serves as a board member of the Arcanum Public Library and is active in his local church governance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Phillip Pierri is a CFP® professional with eight years of experience currently affiliated with OSAIC in Greenville, Ohio. He has held roles at Financial Achievement Services, Inc., where he serves as President, Secretary, and Treasurer, and previously worked at Signator Investors, Inc. Outside of his advisory duties, Pierri is active in his community as a board member of the Darke County Chamber of Commerce and the Edison Community College Foundation, and he serves as President of YOLO of Darke County, a nonprofit organizing local events. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by technology and a range of discretionary and third-party managed strategies.

Nicholas Burns is a financial advisor with OSAIC, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2018 and previously spent one year at Sii. Outside of his advisory role, he serves as a band parent representative for the Troy Music Boosters, a nonprofit organization supporting local school music programs. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activities.

Matthew Arnold is a CFP® with 40 years of industry experience, currently serving at OSAIC. He has held positions at Royal Alliance Associates, Inc. and Signator Investors, Inc., and has been involved with Financial Achievement Services, Inc. since 1984. Arnold is active in his community through roles on several nonprofit boards, including the Greenville Municipal Park Band and Brethren Retirement Community, and he is president of a private family foundation focused on charitable giving. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining a complex affiliate network and diverse program offerings.