Michael Peterson is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Lincoln Financial Advisors, Confidence Wealth Management, and Edward Jones. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Amy Violante is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation, Ameriprise Financial Services, Inc., and MSI Financial Services, Inc. She serves as co-trustee of her father's living revocable trust, assisting with cash flow and investment decisions. OSAIC provides brokerage and advisory services to a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with options for discretionary and advisor-managed strategies, supported by a broad multi-advisor platform.

Thomas Vieira is a financial advisor at Osaic with 32 years of industry experience. He previously spent 21 years at Lincoln Financial Advisors Corporation. Vieira is involved in managing insurance products and serves as a co-trustee for family revocable trusts as well as a trustee for a 401(k) plan. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory programs with a model-based investment process that supports asset allocation, portfolio optimization, and integration of third-party money managers.