Grove City, PA Office

Cathleen Beatrice is an investment adviser with OSAIC Institutions, Inc. holding Series 65 and Series 63 designations and 13 years of industry experience. She has worked at Mercer County State Bank since 2017 in a banking role that includes branch management. Her prior experience includes positions at Infinex Investments, Ristvey Investment Group, and Raymond James Financial Services. OSAIC Institutions, Inc. serves a broad client base including individuals, ERISA retirement plans, trusts, estates, and corporations, offering customized advisory services through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer structure and provides access to alternative investments, lending solutions, and third-party asset management.

Cathaleen Finn is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Infinex Investments, Inc., Mercer County State Bank, and The Huntington National Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.