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 financial advising, she is involved in a real estate business focused on buying and reselling or renting properties. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to manage portfolios containing a range of investment products on either a discretionary or non-discretionary basis.

Gavin Flowers is a financial advisor at OSAIC with one year of industry experience. He holds the CFA® designation and the Series 66 license. Prior to joining OSAIC and Wealth Management Services, Inc., he worked at J.P. Morgan Chase & Co. for several years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Edward Thomas is a financial advisor with Osaic Wealth, Inc. in Hershey, PA. He holds a Series 66 designation and has six years of industry experience, including prior roles with Securities America Advisors and Robert Morris University. He is a part owner of a wealth management services DBA. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering a broad array of integrated brokerage, advisory, and financial planning services. The firm employs proprietary asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk profiles.

Frederic Cassivi is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with OSAIC, having joined the firm in 2024. Prior to that, he worked at Securities America Advisors and Prospera Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Thomas Zewe is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is part owner of Independent Brokers of America and has interests in local real estate and a restaurant business in Hershey, PA. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various asset classes.