Jackson Hollister is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked at OSAIC and Hollister Financial since 2023. Prior to his financial career, he held various positions including roles at Chic-Fil-A and Edible Arrangements and was a full-time student from 2013 to 2021. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Carleton Hollister is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Osaic since 2023, previously spending ten years with Royal Alliance and over four decades with Century Marketing Group. Hollister is also the author of a book on goal setting and provides basic financial advice through his own firm, Hollister Financial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple investment programs delivered through a complex network of affiliated broker-dealer and RIA entities.

Braden Dauterman is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth, Inc. and R. L. Dauterman Wealth Management since 2024. Prior to his advisory roles, he held positions in insurance and other fields. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and advisor-managed strategies along with alternative investments.