Heather Pollack is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 33 years of industry experience. She previously worked at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corp. for 20 years and has been with Beacon Financial Group since 2021. Since 2026, she has been affiliated with Osaic Advisory Services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a range of proprietary and third-party platforms and managers.

Jason Rodgers is a CFA® charterholder with 26 years of industry experience. 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 investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance alongside third-party platforms and managers.

Janet Bauer is a financial advisor with OSAIC Advisory Services, LLC, holding 21 years of industry experience. She has worked with Beacon Financial Group, Lincoln Financial Advisors Corp, and various other firms throughout her career. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and additional services through multiple program models and utilizes both proprietary and third-party platforms for portfolio management.

Jennifer Thorne is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior work includes roles at Beacon Financial Group, Armor Mortgage, Cambridge Investment Research, and Wells Fargo Advisors. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Stephen Cribley is a CFP® professional with 23 years of industry experience. He is currently with OSAIC Advisory Services, LLC and has previously worked at Private Client Services, Beacon Financial Group, Inc., and Lincoln Financial Advisors. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

Daniel Piero is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. His prior roles include positions at Private Client Services, Beacon Financial Group, Lincoln Financial Group, and experience with the Pro Football Hall of Fame and The Roman Guy. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.