Kerin Foley is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Outside of her advisory role, she is also the owner of a real estate business focused on buying and reselling properties. OSAIC Wealth serves a diverse client base 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 process with portfolio optimization, discretionary management options, and access to alternative investments through third-party platforms.

Gavin Flowers is a financial advisor at OSAIC with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining OSAIC, he worked at J.P. Morgan Chase & Co and Centric Financial Corporation. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization tools, and a broad selection of managed and third-party strategies.

Edward Thomas is a Series 66-licensed financial advisor with six years of industry experience. He is currently with OSAIC since 2024, having previously worked at Securities America Advisors from 2020 to 2024. Thomas is also a part owner and Investment Advisor Representative of a wealth management DBA based in Hershey, PA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools and multiple investment program options.

Frederic Cassivi is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Prospera Financial Services, and Wells Fargo Clearing. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services, with an investment process centered on model-based asset allocation and portfolio optimization.

Thomas Zewe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in real estate and restaurant ventures through ownership interests in several local businesses. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients, offering a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and a complex affiliate network that influences its platform and offerings.