Crysta Bloomingdale is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. Her work history includes roles at Royal Alliance Associates, Inc., Financial Achievement Services, Main Street Greenville, and Academic Research Resources. She serves on the boards of the Garst Museum and the National Annie Oakley Center, Family Health Services, and the Greenville Public Library. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing for portfolio construction.

Claire Neiswander is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has worked at OSAIC and Financial Achievement Services, Inc. since 2023, following five years at Performance Academies and one year at Greenville Federal Bank. Outside of advising, she has served as a registered client support specialist, handling administrative tasks and client meeting preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms, including those focused on managed accounts and alternative investments.

Mark Wright is a CFP® professional with 32 years of industry experience, currently affiliated with Osaic since 2018. He previously worked at Signator Investors, Inc. and has been involved with Financial Achievement Services since 1999. Wright serves as a board member of the Arcanum Public Library and the Ansonia First Church of God. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Phillip Pierri is a CFP® professional with eight years of industry experience, currently serving at OSAIC. He has held roles at Financial Achievement Services Inc. and Signator Investors, Inc., and previously worked at Zechar Bailey Funeral Home for sixteen years. Pierri is active in his community as a board member of the Darke County Chamber of Commerce and president of YOLO of Darke County, a nonprofit organizing local events. OSAIC Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs a range of investment tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Nicholas Burns is a financial advisor with OSAIC in Greenville, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2018 and previously at Sii. Burns is also involved with Financial Achievement Services, Inc. as a financial advisor, and he serves as a band parent representative for Troy Music Boosters, a nonprofit supporting local school music programs. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through numerous affiliated advisers and multiple advisory platforms. The firm uses asset-allocation tools and risk-tolerance assessments to create portfolios that include a range of investment vehicles, and it offers both discretionary and non-discretionary account management options.

Matthew Arnold is a CFP® professional with 40 years of experience in the financial industry. He is associated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Arnold serves on multiple nonprofit boards, including the Greenville Municipal Park Band and the Brethren Retirement Community, and is president of a private non-operating foundation established with his wife for charitable giving. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various asset classes and third-party solutions.