Sherri Goss is a financial advisor with Osaic who holds a Series 66 designation and has 22 years of industry experience. She is the owner and president of Lifespan Financial Services, where she provides fee-based asset and portfolio management, and she hosts weekly local TV interviews and a live Saturday morning radio show. Her prior experience includes roles at Royal Alliance Associates and Rosenberg Financial Group. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services with an emphasis on diversified portfolios constructed using asset-allocation tools and risk-tolerance assessments.

Hugh Goss is a financial advisor with OSAIC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Rosenberg Financial Group, Inc. since 2015 and Royal Alliance Associates, Inc. since 2014. Outside of advisory services, he is president of Father & Son Enterprises, Inc., an automotive service and repair business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment platforms and third-party managed account solutions.

Cory Albrecht is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Lifespan Wealth Management Inc. Albrecht is also licensed to sell annuities, life insurance contracts, and long-term care policies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes on both discretionary and non-discretionary bases.

Jonathan Eisner is a CFP® and ChFC® affiliated with OSAIC, with 12 years of experience in financial services. He previously worked at Northwestern Mutual and currently holds roles at both OSAIC and Lifespan Financial Services, Inc. Eisner is also president and owner of Eisner Insurance Solutions, LLC, which offers life, disability, and long-term care insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, providing integrated brokerage, advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.