Corey Spina is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic, he worked at BetMGM and MLB Network. He is also associated with Evergreen Financial Group, LLC, where he works with clients on investment planning for retirement and college savings. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Brian Moriarty is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Bank of America, N.A., and Merrill. In addition to his advisory role, Moriarty is involved in general insurance sales through Evergreen Financial Group, LLC. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, providing access to third-party money managers and wrap programs.