Patrick Williams is a CFP® with 27 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America and Sterne Agee, accumulating nearly a decade at those firms. Outside of advisory work, he prepares taxes for a small group of family and friends and facilitates insurance products tailored to clients' financial needs. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of tools and third-party platforms to construct diversified portfolios and supports complex client needs through multiple advisory platforms and services.

David Mcalister is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. Outside of his advisory role, he serves as a trustee managing a family trust with his brother. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that can include various asset classes and accommodate client-imposed investment restrictions.