Joseph Lukowski is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with OSAIC since 2013. Lukowski is also a 50% owner of Advisor Services Group, LLC, a consulting and compliance services firm. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across multiple asset classes.

Anna Bloom is a financial advisor with OSAIC based in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Advisor Services Group since 2010 and is a 50% owner of the firm, where she also provides consulting and compliance services. Outside of her advisory role, she is a commissioned notary and has held part-time positions unrelated to investment activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage a range of investment products on discretionary or non-discretionary terms.