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Melissa C

Series 63, Series 65, Series 66

Carmi, IL

OSAIC

Melissa Crow is a financial advisor with Osaic Wealth, Inc. She holds the Series 63, 65, and 66 licenses and has one year of industry experience. Before joining Osaic and its affiliated DBA, CAVU Wealth Advisors, she worked in the truck and trailer sales industry and spent eight years in education. Outside of finance, she helps operate and manages a family-owned hunting outfitting business in Carmi, Illinois. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools and third-party platforms to construct portfolios tailored to clients’ risk tolerances and investment goals.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lance B

Series 63, Series 65

Carmi, IL

OSAIC

Lance Barbre is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024, following nine years at Securities America Advisors and Securities America Inc. Barbre is also president of the White County Flying Club and serves as a board member of the SIC Foundation. Osaic Wealth, Inc. serves a diverse clientele including retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Graham B

Series 66

Carmi, IL

OSAIC

Graham Bolerjack is a financial advisor with OSAIC who holds a Series 66 designation and has 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for a combined nine years. Bolerjack serves as a board member on the Carmi Police Pension Fund, which oversees local pension disbursements and accounts. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that can be managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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