Christopher Calandra is a financial advisor with OSAIC, holding CFP® certification and Series 63 and 65 licenses, with 34 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Calandra is also the owner of Elliott Wealth Management Services, LLC, through which he offers insurance products including fixed annuities, life insurance, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage diverse portfolios.

Lindy Brock is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at Sagepoint Financial, Inc. since 2016. In addition to her advisory role, she serves as Executive Vice President of Practice Management and Senior Wealth Advisor at Elliott Wealth Management, LLC, where she is involved in practice management, staff training, investment research, and financial planning. OSAIC serves a diverse range 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, utilizing firm‑provided asset‑allocation tools and third‑party solutions to construct customized portfolios that include a variety of investment types.