Walter Boleman Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including D2 Investments and Triad Advisors Inc. Since 2012, he has been a partner in D-Squared Investments, where he focuses on client relationships and advisory services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios with a range of investment options.

Deborah Lewis is a CFP® credentialed financial advisor with 39 years of industry experience. She is currently with OSAIC and has previously worked at D2 Investments and Triad Advisors Inc. Deborah is also a partner at D-Squared Investments, LLC, an investment-related business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes advanced asset allocation tools and supports both discretionary and non-discretionary portfolio management.