Jamie Price

Osaic Financial Services, Inc. is a holding company, which engages in investment banking and research, institutional sales and trading, asset management services, wholesale life insurance brokerage, and trust services through its subsidiaries. It operates through the following segments: Independent Advisory and Brokerage Services; Ladenburg; and Insurance Brokerage. The Independent Advisory and Brokerage segment includes the investment advisory and brokerage services provided by independent advisory and brokerage subsidiaries. The Ladenburg segment comprises investment banking, sales and trading and asset management services, and investment activities. The Insurance Brokerage segment focuses in the wholesale insurance brokerage activities. The company was founded in February 1996 and is headquartered in Miami, FL.

Southwest Autism Research & Resource Center is a nonprofit organization which provides autism research, education, evidence-based treatment, and community outreach services. Its programs and services include diagnostic serivces, clinical services, educational, training and outreach programs, and autism screening and evaltuations. The company was founded by Raun D. Melmed and Denise D. Resnik in 1997 and is headquartered in Phoenix, AZ.

Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.

Osaic Advisory Services LLC (dba Osaic Advisors) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2014 as Triad Hybrid Solutions LLC and changed their legal name to Osaic Advisory Services LLC in 2024. They are a wholly owned subsidiary of OSIAC Holdings, Inc., which is ultimately owned by AG Artemis Holdings LP. Osaic Advisors offers several types of advisory programs or services to individuals and institutional clients.

Osaic Holdings, Inc. engages in the provision of banking and financial services. The company was founded in 2016 and is headquartered in Phoenix, AZ.