Christa Varda is a financial advisor at Osaic, holding a Series 66 designation with 13 years of industry experience. She has worked at several firms, including LPL Financial and Securities America Advisors. Outside of her advisory role, she is a trustee of a family trust and an officer of a corporation established for tax purposes. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining a complex network of affiliated entities.

Batala Fortes is a financial advisor at Osaic with a Series 66 designation and four years of industry experience. Prior to joining Osaic, Fortes worked at LPL Financial and Securities America Advisors. Outside of advisory work, Fortes serves as trustee for a family trust and also works as a part-time Uber driver. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through model-based asset allocation and portfolio optimization, offering various managed account programs and third-party money manager options.