Jason Bimonte is a CFP® professional with 18 years of industry experience. He is currently a financial advisor at Royal Alliance, where he has worked for the past 13 years. He operates his practice under the marketing name Shelter Rock Financial Group and also holds a license to sell life insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services. The firm employs quantitative tools and third-party platforms to construct and manage portfolios across multiple asset classes for various client types.

Oliver Kim is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been affiliated with Shelter Rock Financial Group since 2013, where he serves as a partner. His other business activities include acting as a statutory agent for life insurance-related services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Louis Sparacino Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has operated Shelter Rock Financial Group as a partner since 2013. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers a range of brokerage, advisory, and managed account services utilizing asset-allocation tools, risk assessments, and third-party money managers.