Lisa Valerio is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She worked at National Planning Corporation for nine years before joining OSAIC in 2017. In addition to her advisory role, she owns a tax preparation and small business bookkeeping service and participates in local business and women’s leadership organizations in Milford, Connecticut. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and efficient-frontier analysis to construct diversified portfolios tailored to client risk profiles.

Brian Noe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors. Brian co-authored the book "Hammonasset Beach State Park" with his wife, Shelby Docker. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Jessica Myers is a financial advisor at Osaic with Series 63 and Series 65 credentials. She has been in the industry since 2017, with experience at Osaic Wealth Inc., Valerio Financial Group, and National Planning Corporation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.