Clifford Chaplin is a financial advisor at OSAIC with a Series 66 designation and several years of industry experience. He has worked at multiple firms, including State Securities Corp and Connexion Point. Chaplin is based in Tallahassee, FL. OSAIC serves a diverse client base, ranging from individual investors to corporations and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party money managers and wrap programs.

Claudia Sachs is a CFP® with 26 years of industry experience, currently with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors and LPL Financial. Sachs is actively involved in community organizations in Tallahassee, including the GFWC Capital City Woman’s Club and the Zonta Club of Tallahassee, where she supports local initiatives focused on women and children. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and investment objectives.