Brian Gallagher is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Osaic Wealth, Inc. and has prior experience at Securities America Advisors and Araneo Tax and Financial. In addition to advisory work, Gallagher is involved in tax preparation and life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with tools such as asset-allocation and risk-tolerance analysis to manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Joseph Araneo is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at Securities America Advisors Inc and Securities America, Inc for more than two decades and has operated Araneo Tax & Financial since 2000, providing tax preparation and insurance sales services. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Steven Araneo is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® designation and a Series 63 license. Prior to joining OSAIC in 2024, he spent 24 years with Securities America Advisors, Inc. He is also the owner of Araneo Tax & Financial, where he provides personal income tax preparation services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Bettina Johnson is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 63 designation and has worked with Securities America Advisors and Araneo Tax & Financial, where she also provides tax preparation services. Johnson assists clients with income tax returns and correspondence from taxing agencies in addition to her advisory role. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.