Timothy Sepsi is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Sagepoint Financial, Inc., Waddell & Reed, Inc., and various insurance carriers, alongside managing a personal business, Sepsico, LLC. He serves as a board member of Owl's Club, a social organization involved in community maintenance and events. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and platforms. The firm integrates brokerage, advisory, financial planning, and managed account services using quantitative tools and multiple investment vehicles.

Edward Capuzzi Jr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Capuzzi serves as a board member of the Community Foundation of Fayette County, where he is involved in scholarship and grant activities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.