Katrina Stumpf is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. Outside of her advisory role, she is a yoga instructor at CorePower Yoga. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides various managed account options and retirement plan consulting.

Loy Hibbs IV is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. He owns and serves as CEO of Alliance Wealth Management, specializing in insurance sales and service. His career includes roles at LPL Financial, Waddell & Reed, and operating his own LLC for business management. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies and is notable for its scale, complex affiliate network, and recent consolidation activity.