Christopher Hartrich is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SagePoint Financial since 2011 and OSAIC since 2023. Additionally, he owns a sole proprietorship marketing life and long-term care insurance and provides life and health insurance services through an LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms through a large network of affiliated advisers.

Eric Rechtin is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He previously worked at SagePoint Financial for 12 years before joining OSAIC in 2023. Rechtin serves on the board of directors for Joining for Jacob, Inc., a nonprofit focused on raising funds for scientific research and education related to myotubular myopathy. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Jason Kelly is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Renaissance Financial Corporation. In addition to his advisory role, he is involved with Leer Financial Wealth Management as a client service specialist focusing on insurance sales and service. OSAIC Wealth, Inc. serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and financial planning through a wide network of affiliated advisors and employs asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios across various asset classes.