Pamela Sams is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with firms including Securities America Advisors and Voya Financial Advisors and has owned Jackson Sams Financial Services since 2012. Outside of her advisory work, she is involved in community activities such as substitute teaching in Loudoun County Public Schools, volunteering to provide financial consultations for women in transition, contributing articles on retirement planning, and serving as an AARP Community Ambassador. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm integrates brokerage and advisory services with a variety of investment tools and third-party solutions to construct and manage tailored portfolios.

Ernest Massenberg III is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for four years and Lincoln Financial Advisors Corporation for eleven years. Outside of his advisory work, he is a keyboardist in the Deja Gruv band. OSAIC Wealth, Inc. serves a wide range of clients, including individual investors, pension plans, corporations, and nonprofits, through a large network of financial advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and advisory services, unified managed accounts, and access to third-party money managers.