Kerry Goodman is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include tenures at LPL Financial, Founders Financial Alliance, and Independent Advisor Alliance. She serves as a board member of the Abecedarian Education Foundation, a nonprofit focused on early childhood education. OSAIC Wealth, Inc. provides a wide range of brokerage and advisory services to retail and institutional clients through a large network of advisers. The firm utilizes integrated investment platforms, asset-allocation tools, and third-party solutions to manage diversified portfolios for individuals, corporations, and charitable organizations.

James Mertens is a CFA® charterholder based in Cary, NC, with 26 years of industry experience. He is currently affiliated with OSAIC and has previously worked at LPL Financial, Independent Advisor Alliance, and Founders Financial Alliance. OSAIC 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 and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using a range of portfolio construction tools and third-party solutions.

Garrett Railsback is a CFP® professional with 12 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Founders Financial Alliance, LPL Financial, and Edward Jones, among other firms. Railsback has also provided investment advisory services through Founders Financial Alliance, an independent investment advisory firm. OSAIC serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.