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Debra M

Series 63, Series 65

Nazareth, PA

OSAIC

Debra Mosser is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, John Hancock, and Keystone Financial Management. She performs supervisory delegate duties and daily administrative tasks for Keystone Financial Management LLC. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, offering portfolio construction tools and access to third-party money managers across various investment strategies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Amber C

Series 63, Series 65

Nazareth, PA

OSAIC

Amber Carrick is a financial advisor with Osaic Wealth, Inc. based in Nazareth, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She previously worked at Signator Investors Inc for 10 years before joining Royal Alliance Associates, INC., where she has been since 2018. Outside of her advisory role, she is president and owner of Keystone Financial Management LLC, an investment-related business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using both discretionary and non-discretionary management approaches.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric N

CFP®, Series 63, Series 65

Nazareth, PA

OSAIC

Eric Nikles is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates, INC. from 2018 to 2023 and at Jhfn Sii from 2010 to 2018. He is also the owner of Keystone Financial Management LLC, an investment-related business engaged in sales and marketing of securities and advisory products. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a broad range of brokerage and advisory services supported by firm-provided asset-allocation tools and access to multiple third-party investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph C

CFP®, Series 66

Nazareth, PA

OSAIC

Joseph Connell is a financial advisor at OSAIC with 10 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining OSAIC in 2021, he worked at CAPTRUST Financial Advisors and Strategic Advisor Group. Outside of his advisory work, Connell serves as treasurer for Touchstone Theatre, a nonprofit focused on underserved youth, and is a board member of the St. Anne Educational Endowment Fund. 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 advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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