Joshua Wright is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2016. Prior to that, he was employed at Bank of America and Merrill, gaining experience at both firms. Outside of his advisory role, Wright holds a real estate license and acts as a realtor, assisting friends with buying and selling primary residences. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various management strategies and third-party platforms.

James Mcdowell III is a CFP® professional with 14 years of experience in the financial services industry. He is currently affiliated with OSAIC and has previously worked at Royal Alliance, BFC PLANNING, Inc., and Wells Fargo Clearing. Outside of his advisory role, he is the owner of The Hidden Palm, a beach rental property. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization supported by various analytical tools.

Joseph Harley is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Northwestern Mutual, Fogle and Associates, Vail Resorts, and Clemson University. Outside of his advisory work, he is a captain for Billfishin' LLC, a fishing charter business based in South Carolina. Osaic Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a multi-advisor platform.