Clayton Flathers is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, Flathers is involved in insurance sales through his position as president of First Financial Marketing Inc. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services utilizing various platforms, asset-allocation tools, and third-party managers to tailor portfolios that include a range of investment products.

John Chiolo is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and worked previously at Sagepoint Financial, Inc. for 14 years. In addition to his advisory work, he is also a licensed insurance agent operating a sole proprietorship. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk tolerance assessment, and access to third-party money managers and wrap programs.