Samuel Dickinson is a Series 66 licensed financial advisor at OSAIC with three years of industry experience. He previously worked at Edward Jones and CWM Inc. His current role is based in Saratoga, CA. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party managers, utilizing a range of portfolio management tools and third-party solutions.

Cathleen Petersen is a financial advisor at OSAIC with 45 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and Foothill Securities, Inc. In addition to her advisory work, she owns a tax preparation and planning business that serves individuals and businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options using firm-provided allocation and risk tools, supported by multiple advisory platforms and third-party service providers.