Joseph Colosimo is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Woodbury Financial Services and LPL Financial. Outside of advisory work, he is a published author of books on public education and success strategies, and he volunteers for the Town of Prescott Valley Planning and Zoning Commission. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Christopher Peerless is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, he operates a sole proprietorship selling fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Allen Doty is a financial advisor at Osaic with 22 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Inc. for 14 years. He holds a Series 66 designation. Outside of his primary role, he is involved with marketing and service activities through his own firm, Doty Financial Solutions, LLC. 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 offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.