Heather Hennigh is a CFP® professional with 15 years of experience in financial advising. She currently works at OSAIC and has held prior roles at Woodbury Financial Services and Cetera Investment Services, among others. Outside of advising, she is a joint owner of a farm and volunteers as a pro bono financial coach for widows through Wings for Widows. OSAIC serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services with portfolio management supported by firm-provided tools and third-party platforms.

Ashish Patel is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He is currently affiliated with OSAIC and also serves as President of Ethos Wealth Planning, LLC, a financial planning firm focused on investments and insurance. His prior experience includes roles at Woodbury Financial Services, ShareBuilder 401K, Capital One, and Chase Investment Services. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to construct diversified portfolios.