Heather Pollack is a Series 63 licensed financial advisor with 33 years of industry experience. She currently works at Osaic Advisory Services, LLC and previously spent significant portions of her career at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Heather has been with Osaic Advisory Services since 2026. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing a range of strategies and partnerships to provide access to alternative investments and retirement solutions.

Jason Rodgers is a CFA® charterholder with 27 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments and donor-advised funds.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC in Aurora, OH, holding 21 years of industry experience. She has previously worked at Lincoln Financial Advisors Corp, Beacon Financial Group, Inc., and Private Client Services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a wide range of programs and investment strategies, combining fundamental and technical analysis with platform integrations and third-party manager collaborations.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior roles include positions at Beacon Financial Group, Cambridge Investment Research Advisors, Wells Fargo Clearing, and Merrill. She is also involved with Armor Mortgage alongside her advisory work. Osaic Advisory Services, LLC is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and solutions, utilizing both fundamental and technical analysis, tactical trading, and access to alternative investments through integrated platform relationships.

Stephen Cribley is a CFP® with 23 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. His career includes roles at Lincoln Financial Advisors, Beacon Financial Group, Inc., and Private Client Services, among others. He is based in Aurora, Ohio. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, employing a mix of fundamental and technical analyses, tactical trading, and access to alternative investments through integrated platform relationships.

Daniel Piero is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at Private Client Services, Beacon Financial Group, and Lincoln Financial Group. His background also includes roles outside finance, such as work with The Roman Guy and the Pro Football Hall of Fame. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, leveraging fundamental and technical analysis, tactical trading, and platform relationships to deliver and monitor diverse strategies.