Kevin Cascarelli is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with OSAIC since 2007 and also operates a term life insurance business. Outside of his financial advisory roles, Cascarelli serves as a Permanent Deacon at Prince of Peace Catholic Parish and volunteers as a hospital chaplain. OSAIC is a large institution serving a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad array of investment and advisory services supported by multiple platforms and third-party managers.

Ted Lukeman is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Royal Alliance Associates since 2011. Outside of advisory services, he operates a sole proprietorship as a general agent offering major medical and life insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.