Garry Helyer is a financial advisor with OSAIC Institutions, Inc., holding the ChFC® and Series 63 designations and possessing 51 years of industry experience. He has been an Investment Advisor Representative since 2013 and is also involved with Professional Benefits Group, an insurance sales and services business he owns. In addition to his advisory work, Helyer serves as assistant treasurer on the Ariel Condominium Association board and volunteers as a director at The Landing Yacht, Golf and Tennis Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services combined with a hybrid adviser/broker-dealer structure, providing clients with both discretionary and non-discretionary investment options and access to alternative investments and lending solutions.

Jessica Cafasso is a financial advisor with OSAIC Institutions, INC. She holds the CFP® designation, along with Series 63 and Series 65 licenses, and has 15 years of industry experience. Her prior roles include positions at Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and utilizes a hybrid adviser/broker-dealer structure with access to alternative investments and a lending marketplace.