Harold Basilio is a financial advisor with OSAIC, holding the ChFC® designation and the Series 63 license, with 34 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he operates a sole proprietorship focused on recommending and selling fixed annuities and various types of insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Damon Pierson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining Osaic. Outside of his advisory role, he owns Pierson Wealth Management, an S-Corp engaged in life, health, and property casualty insurance sales and service. Osaic Wealth serves a diverse client base, including individual and institutional investors, by offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Brandon Katz is a financial advisor at OSAIC with 15 years of industry experience and a Series 66 designation. His prior roles include positions at Securities America Advisors, Cooper Financial Group, and Scottrade. He is also involved in insurance sales, focusing on life insurance, annuities, and Medicare Advantage and Supplement plans. OSAIC serves a diverse client base that includes individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.