Thomas Rippberger is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC. He has held roles at several firms, including Affiliated Advisors, Inc., Cetera Advisor Networks LLC, and AdvisorNet. Rippberger is a managing partner at Affiliated Advisors, LLC and a partner at Finanically Fluent Advisors, LLC, where he provides financial planning services. He also serves as an independent board member for Berger Financial Group and participates as secretary on his church endowment committee. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutional entities such as pension plans and corporations. The firm offers integrated brokerage and advisory services, employing sophisticated asset-allocation tools and third-party managed-account solutions to deliver tailored investment strategies.

Jessica Berger is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She has worked at OSAIC since 2022 and concurrently serves as a pharmacist at Costco, a role she has held since 2015. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios encompassing various asset types on either a discretionary or non-discretionary basis.

Julie Meyer is a financial advisor with Osaic Wealth, Inc. based in St. Louis Park, MN. She holds a Series 63 designation and has 19 years of industry experience. Her prior roles include multiple positions within Cetera-affiliated firms from 2015 to 2026. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and provides access to third-party money managers and wrap programs.

Nicholas Safi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, Merrill, and Affiliated Advisors. Safi is also involved as a Financial Planning Associate with Finanically Fluent Advisors. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Trisha Qualy is a CFP® with 12 years of industry experience, currently serving as an advisor at OSAIC since 2019. She also holds managing partner and certified financial planner positions at Affiliated Advisors and Financially Fluent Advisors, respectively. Outside of her advisory roles, she serves as a successor trustee and successor agent for a family trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment platforms.