Jonathan Garton is a financial advisor with OSAIC in Albuquerque, NM, holding the ChFC® and Series 63 designations and having 38 years of industry experience. His prior roles include long tenures at Cue Financial Group, Inc., Foothill Securities, and Securities America, among others. He also owns a sole proprietorship that sells life insurance and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and managed account solutions.

Britney Gorley is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and previously worked at PFG Advisors, LLC and Securities America, Inc. Gorley is also associated with CUE Financial Group, Inc. as a DBA. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm combines various investment tools and platforms to manage diverse portfolios, supporting both discretionary and non-discretionary accounts.