Thomas Marcacci is a CFP® professional with 33 years of industry experience, currently with Osaic since 2025. He previously spent 27 years at Lincoln Financial Advisors Corporation. He is also involved as an agent offering life settlements through Sagemark Consulting in Jupiter, Florida. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment process with portfolio optimization and offers a range of brokerage and advisory services through a multi-advisor platform.

Nancy Mobberley is a CFP® professional with 43 years of industry experience. She is currently with OSAIC, where she has worked since 2023, and previously spent 24 years at FSC Securities. She is also associated with Financial Investment Network, Inc., where she has worked for over 27 years. Mobberley serves as a board member for a business networking group focused on women and provides various types of insurance, including term, whole life, and long-term care. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth, and non-high-net-worth households, as well as retirement plan sponsors and charities. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple program options delivered through affiliated broker-dealer and RIA relationships.