Lisa Rancourt is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2019 and at Infinex Investments, Inc. since 2013. Outside of her advisory role, she serves as First Vice President and Operations Manager at Ion Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Justin Rodrigues is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 66 licenses and has 15 years of industry experience. His career includes roles at Ion Bank since 2019, Infinex Investments, Inc since 2016, United Bank from 2016 to 2019, and LPL Financial in 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary accounts.