Susan Harkin is a financial advisor at OSAIC Institutions, INC. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements. The firm is noted for its predominantly non-discretionary assets and its combination of advisory and brokerage solutions delivered by a large network of investment adviser representatives.

Peter Fredericksen is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank of Canton since 2008 and infinex Investments, Inc. since 2007. Outside of his advisory role, he is involved in estate planning through BOC - Life Solutions, focusing on sales of estate plans and related trusts. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and a predominance of non-discretionary assets under management.

Brian Allsop is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Infinex Investments, Inc. since 1999. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm employs a network of investment adviser representatives who provide both advisory and brokerage solutions using a variety of analytical approaches and third-party due diligence.