Jonathan Logue is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc., as well as in various mortgage and lending roles. Outside of his advisory work, he is involved with Lomas Financial Services as a licensed life insurance agent and provides home loan counseling and administrative support through related business activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a broad range of securities.

Kimberlee Lomas is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at OSAIC since 2023, following 14 years at Sagepoint Financial, Inc. She also owns Lomas Financial Services, a general insurance agency, and Lomas Accounting Services, through which she refers business to accounting staff. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management, providing access to a wide range of investment products and third-party services.