Raymond Gregoire is a financial advisor with Osaic, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Gregoire also operates an insurance sales and service business focused on life and disability insurance. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple third-party money managers and platforms, employing firm-provided tools such as asset-allocation models and automated rebalancing in portfolio management.

Jessica Christiansen is a financial advisor with OSAIC based in Portland, OR. She holds a ChFC® designation and Series 63 license, and has 26 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Christiansen is involved in insurance sales, primarily life insurance, and serves as trustee for a family living trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.