Jagruti Panwala is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. She serves as an executive member of the American Hotel and Lodging Association Board of Directors and participates as a panel speaker for the nonprofit Castell College. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services across diverse asset classes, utilizing asset-allocation tools and third-party money managers to construct portfolios on both discretionary and non-discretionary bases.

Arti Shah is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining Osaic, she worked at Royal Alliance Associates, Inc. and Sii. Outside of her advisory role, she consults on marketing for in vitro diagnostic products through D-TEK LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.