Christopher Pratt is a CFP® professional with 44 years of industry experience. He currently works at OSAIC and has held prior roles at Sagepoint Financial, Inc. and Wolters, Hagar & Pratt Financial Planning, Inc. In addition to his advisory work, he is president of CAP Financial Planning, a firm where he oversees operations and develops personalized financial plans for clients. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Corey Solorzano is a CFP® with 18 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2023. He has previously worked at CAP Financial Planning, Sagepoint Financial, Lifetime Financial Advisors, LPL Financial, and WHP Financial. He serves as a trustee of a revocable living trust, an unrelated fiduciary role. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed-account solutions.