Jonathan Kriner is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Triad Advisors, Inc. for 20 years. Outside of advising, he serves as finance director for Christ’s Church of Camden and is president of an insurance agency specializing in property, casualty, and health insurance. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

Jacob Tipton is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at SouthState Bank, Kriner Financial Services, and various other organizations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering services such as brokerage, investment advisory, financial planning, and retirement plan consulting. The firm utilizes a variety of asset-allocation tools and supports multiple advisory platforms, combining discretionary and non-discretionary portfolio management with access to third-party money managers and managed-account solutions.