Louis Mcdonough III is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 credential and previously worked at A-LIGN and KPMG. Outside of finance, he operates a history-focused YouTube channel and serves as an independent contractor for Cowboy Country Club LLC. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Kris Heisler is a CFP® professional with 31 years of industry experience, currently affiliated with OSAIC in Birmingham, AL. His career includes roles at FSC Securities Corporation, Kidder Financial Group, Inc., Riverbend Wealth Management, Inc., and Heisler Wealth Management, Inc., where he serves as president. He also provides notary services to clients at no charge. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to develop portfolios across a broad range of investment types.