Jackson Mccausland is a financial advisor at Osaic with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., Perella Weinberg Partners LP, and The Vanguard Group, Inc. Outside of finance, his background includes a brief role at Tahona Tequila Bistro. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports a variety of platform programs and third-party solutions.

Gary Dissette is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SagePoint Financial, Inc. since 2009 before joining OSAIC in 2023. Outside of his advisory role, he serves on the Investment Advisory Committee of the Oregon California Trails Association, a nonprofit focused on preserving historic trails. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party partnerships to manage portfolios across a range of investment types.

Michael D’epagnier is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory work, he is a licensed insurance agent and a co-owner of Brighton Financial Center LLC. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a broad range of financial services and uses various analytical tools and third-party platforms to construct and manage portfolios.