Herndon, VA Pine St Office

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation from 2016 to 2023. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter and C You In: The Major Leagues, a charitable organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Nicholas Unis is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Forvis Mazars LLP and New York Life Insurance Co. He has also operated entrepreneurial ventures such as UnisBrands LLC and Unis Footwear. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, and access to a range of portfolios and third-party money managers through multiple advisory platforms.

Kate Okusa is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She previously worked at FSC Securities Corp for seven years before joining Osaic in 2023. In addition to her advisory role, she is a licensed life insurance broker who provides life insurance solutions to clients as part of comprehensive financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing across various investment types, supported by multiple third-party platforms and complex corporate structures.

Kathryn Okusa is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and previously worked for FSC Securities Corp for seven years. Outside of her advisory role, she manages SAVAL Livestock LLC, overseeing herd operations and related financial matters. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across a range of investment vehicles.