John Potts is a financial advisor at OSAIC with 49 years of industry experience. He holds the CFP® and Series 63 designations and has worked previously at SagePoint Financial and Signature Planning Inc, where he serves as president. Signature Planning Inc operates as a tax entity and covers some of his business expenses. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a broad network of advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

James Keller is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Bank of America, and Merrill. Keller is the owner and president of Financial Educators Network of North Texas, a nonprofit focused on adult financial education and literacy. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and provides access to multiple advisory platforms and third-party money managers.