James Jazo is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Eagle Strategies LLC, New York Life Insurance Company, and White Cap Financial & Insurance Services. In addition to his advisory role, he is involved in an insurance brokering business that focuses on non-registered products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Robert Martin is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at The Cooperative Bank of Cape Cod and Infinex Investments, Inc., where he has served since 2017, as well as prior positions at Santander Securities LLC, New York Life Investment Management LLC, Merrill, and Bank of America-affiliated firms. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegated investment management by its representatives.