Gilbert Perez II is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera and Foresters Financial Services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party investment solutions.

Alisa Zelaya Perez is a financial advisor with Osaic Wealth Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Her prior roles include positions at Cetera, Foresters Advisory Services LLC, and Foresters Financial. Outside of advisory work, she is also a sole proprietor insurance agent selling and servicing fixed insurance products. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers across multiple advisory platforms.