Joshua Vilardi is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He previously worked at Raymond James and Associates for nine years before joining OSAIC in 2023. Vilardi is president and owner of Vilardi Wealth Management and Vilardi Wealth Management-Insurance, and he serves as a board member of Tampa Bay Titan 100, a regional organization recognizing top CEOs and executives. OSAIC serves a diverse client base including individual, institutional, and high-net-worth investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and provides access to multiple investment platforms and third-party managers.

April Bronson is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with OSAIC, having joined in 2023, and previously worked at Raymond James and Associates, Signator Investors, Inc., and Full Circle Financial. Outside of her advisory role, she owns and operates Bronson's Crafts N Such, a business creating hand-painted wood items sold at craft shows and on Etsy. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided tools for portfolio construction and management.

Jessica Stroh is an investment representative at OSAIC with a Series 66 license and one year of industry experience. She has previously worked at Capital Planning Group and Vilardi Wealth Management. Outside of financial services, she has been involved with the Monroeville Marlins Swim Association for five years and has experience at Gateway Hospice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.