Thomas Rippberger is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with OSAIC. He has held roles at multiple firms including Cetera Advisor Networks and Affiliated Advisors. Outside of his advisory work, he serves as secretary on a church endowment committee. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with a model-based investment process emphasizing asset allocation, portfolio optimization, and a range of advisory and brokerage services.

Jessica Berger is a financial advisor at OSAIC with four years of experience in the industry. She holds a Series 66 designation and has worked at OSAIC since 2022. In addition to her advisory role, Berger is employed as a pharmacist at Costco, where she has worked since 2015. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by proprietary tools and third-party managers.

Julie Meyer is a financial advisor with Osaic, holding a Series 63 designation and 19 years of industry experience. She has worked at Cetera and multiple affiliated firms prior to joining Osaic in 2026. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments through an extensive affiliated network.

Nicholas Safi is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, Merrill, and Bank of America. Outside of his advisory role, he is involved with Finanically Fluent Advisors as a Financial Planning Associate and holds a future position as Director of Practice Management at Affiliated Advisors. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and offers a variety of account management programs supported by a complex affiliate network and private-equity ownership.

Trisha Qualy is a CFP® with 13 years of industry experience, currently affiliated with OSAIC since 2019. She has held roles at Affiliated Advisors and Financially Fluent Advisors, including managing partner and certified financial planner positions. She also serves as a successor trustee and agent for a family trust. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activities.