Cincinnati, OH Walnut St. Office

Michele Schumacher is a financial advisor at OSAIC with 28 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2024, following 15 years with Securities America Advisors, Inc. She is also involved in life insurance sales through Brecek & Young Financial Services, focusing on reviewing client portfolios to recommend insurance protections. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

Joseph Moretti Jr. is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2009 to 2024. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.