Katrina Stumpf is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at Royal Alliance Associates, Inc. Outside of her advisory role, she is a yoga instructor at CorePower Yoga. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios that encompass a wide range of investment vehicles and supports both discretionary and non-discretionary account management.

Loy Hibbs IV is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and 15 years of industry experience. He previously worked at LPL Financial and Waddell & Reed, and he is the owner and CEO of Alliance Wealth Management, where he is involved in insurance sales and service. He also operates Le Hibbs Enterprises LLC, which manages his practice-related expenses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to a variety of investment platforms and third-party managers, employing tools such as asset-allocation analytics, risk assessments, and automated rebalancing.