Peter Frikker Jr. is a Series 66-licensed financial advisor with Osaic Institutions, Inc., where he has worked since 2024. He has two years of industry experience and also operates as a Medicare Insurance Licensed Agent at Burns Insurance Agency, helping individuals navigate the Medicare marketplace. Prior to his advisory roles, he worked at the University of Pittsburgh from 2012 to 2023. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individual, ERISA, trust, estate, and corporate clients through a network of investment adviser representatives. The firm emphasizes a hybrid adviser/broker-dealer model, providing customized advisory services and access to alternative investments and lending solutions while allowing clients to choose discretionary or pre-approval control over transactions.

Lindsay Johnson is a financial advisor at Osaic Institutions, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at Catherine Burns Insurance and Infinex Investments, as well as CarMax. Johnson is also a licensed agent specializing in Medicare supplement plans through her work at Catherine Burns Insurance Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan consulting, and access to alternative investments while operating a hybrid adviser/broker-dealer structure with a combination of discretionary and non-discretionary account management.