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Philip S

CFP®, Series 63, Series 66

New Castle, PA

OSAIC Institutions, INC.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently affiliated with Osaic Institutions, Inc. He has worked with several firms including First Commonwealth Bank, Infinex Investments, LPL Financial, Cetera Wealth Services, and Walnut Street Securities. Outside of his advisory roles, he serves on the endowment committee of his local church. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a national network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Ryan H

Series 66

New Castle, PA

OSAIC Institutions, INC.

Ryan Harteis is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. At FIRST Commonwealth Bank, he also serves as a client service representative involved in opening accounts and loan services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party relationships and a range of investment platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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