Peter Rivas is a CFP® with 13 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior roles include positions at FSC Securities Corp and Edward Jones. Outside of his advisory work, he serves as a board member for the nonprofit organization LINKS Players International and as a commissioner for the City of Huntington Beach. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Ashley Berecz is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. She holds a Series 66 designation and has prior experience in executive search and various roles outside the financial industry. Berecz is also a commissioned California Public Notary. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes asset-allocation tools and third-party solutions to construct and manage portfolios across a broad range of investment vehicles.