Brian Springberg is a CFP® professional with 31 years of industry experience. He is currently with OSAIC and has worked previously at SagePoint Financial and his own firm, Springberg, Mcandrew Financial Services. He serves as a board member at LifePoint Hospital, advising management on community health care needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Samuel Springberg is a CFP® with six years of industry experience, currently serving as a financial advisor at Osaic and Springberg Wealth Management. His prior experience includes roles at AssetMark Financial Holdings, Equitable Advisors, and AXA Advisors. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage, advisory, and financial planning services. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client risk tolerance and investment preferences.