Susan Ellis is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. since 2018. She also has a longstanding role as Owner and President of The Ellis Group, Inc., which she founded in 1996. Prior to joining Osaic, she worked at Signator Investors, Inc. from 2016 to 2018. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports multiple investment platforms to meet client needs.

Carri Berger is a financial advisor with OSAIC based in Palmer, Alaska, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at Osaic Wealth, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Berger is also affiliated with The Ellis Group, Inc., through which she is involved in securities sales, investment advisory, and fixed insurance product marketing. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed-account solutions.