Samantha Thomas is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following six years at Jhfn Sii. In addition to her advisory role, she is president of Premier Retirement Planning Inc., an S corporation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Nicholas Rosebrook is a financial advisor with OSAIC holding a Series 66 designation. He has been in the industry since 2022, with prior experience at Premier Financial Management and Bank of America. 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 through a large network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios across various investment types.