Kristy Lungwitz is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 13 years. She also serves as a Practice Relationship Manager for US Planning Group Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party money managers and wrap programs.

Glenn Williams is a financial advisor with OSAIC based in Atlanta, GA, holding CFP® and ChFC® designations and over 39 years of industry experience. Prior to joining OSAIC in 2024, he spent 21 years with Woodbury Financial Services, Inc. He is also president of U.S. Planning Group, Inc., where he supervises and provides coaching for registered representatives and investment adviser representatives. 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 advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a comprehensive range of investment solutions supported by proprietary tools and third-party resources.