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Kerry G
Series 63, Series 66
Cary, NC
OSAIC
Kerry Goodman is a financial advisor at OSAIC with 21 years of industry experience and holds the Series 63 and Series 66 licenses. Prior to joining OSAIC in 2026, Goodman worked at several firms including Founders Financial Alliance, LLC, Independent Advisor Alliance, LLC, LPL Financial, LLC, Invest Financial Corporation, and Truist Investment Services, Inc. Goodman serves as an at-large board member of the Abecedarian Education Foundation, a nonprofit focused on early childhood education. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation, portfolio optimization, and a suite of advisory strategies.
James M
CFA®, Series 63, Series 66
Cary, NC
OSAIC
James Mertens is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2026. His previous roles include positions at Founders Financial Alliance, LLC, Independent Advisor Alliance, and LPL Financial, LLC, where he worked for 20 years. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate structure, and private-equity ownership, providing a wide range of investment and financial planning programs.
Garrett R
CFP®, Series 66, Series 63
Cary, NC
OSAIC
Garrett Railsback is a CFP® professional at OSAIC with 12 years of industry experience. He has worked at several firms including Founders Financial Alliance, LLC, LPL Financial LLC, and Edward Jones. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.
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