James Jazo is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. In addition to his advisory role, he is involved in insurance brokering as a member appointed with outside carriers for non-registered products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer structure, offering customized advisory services through a large network of representatives while providing firm supervision and access to alternative investments and lending solutions.

Robert Martin is a financial advisor at OSAIC Institutions, INC. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Cooperative Bank of Cape Cod and Infinex Investments, Inc. since 2017, following prior roles at Santander Securities LLC and Santander Bank NA. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm is notable for its predominantly non-discretionary asset management and its integration of advisory and brokerage solutions through a network of investment adviser representatives.