David Heller is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Mass Mutual Investors Services, as well as Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as a managing director of Sanders Smith Ltd and provides insurance services as a sales agent. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment options, and supports various third-party managed-account platforms.

Peter Ruvolo Jr. is a financial advisor at Osaic Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Osaic since 2006. He also has a longstanding affiliation with Sanders Smith Ltd dating back to 1994 and serves as president of Qualified Plan Solutions. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment platforms.