Kaitlyn Colditz is a CFP® professional with 10 years of industry experience, currently advising at Osaic Wealth, Inc. since 2024. She previously worked at Securities America Advisors and CVS Health. Colditz is also registered as a Notary Public in Pennsylvania, providing notary services to clients. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers a range of services including brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Jennifer Dagnal is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., Golden Strategies Financial Group, and Howmet Aerospace, Inc. In addition to her advisory role, she operates a sole proprietorship offering paraplanning and client support services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services along with access to third-party money managers and automated portfolio management tools.

Thomas Stroyne is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over two decades at Securities America Advisors, Inc. and Golden Strategies Financial Group, where he serves as president and sole proprietor. He is also an officer of a local homeowners association. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using a range of tools and third-party platforms to construct and manage diversified portfolios across multiple asset classes.