Teresa Updegraff is a financial advisor at Osaic with four years of industry experience. She holds a Series 65 designation and previously worked at Sonoma Wealth Advisors and FlashPoint Leadership. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Karin Alvarado is a financial advisor at OSAIC with 26 years of industry experience. She previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Alvarado holds Series 63 and Series 65 licenses and is involved in several business ventures including serving as partner and CEO of New Aspect Capital Strategies, LLC, which focuses on protective put strategies. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.