Joshua Wright is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. He has been with OSAIC since 2016 and also maintains a role at Bank of America, N.A. since 2011. Wright is a licensed realtor who assists with buying and selling primary residences for friends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios with a range of investment options.

James Mcdowell III is a CFP® professional with 14 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Royal Alliance since 2016 and BFC PLANNING, Inc. since 2014. In addition to his advisory roles, he is a managing director at Roadstead Capital Partners, LLC and owns a beach rental property business called The Hidden Palm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided tools and multiple advisory platforms to construct diversified portfolios that include various asset classes and investment vehicles.

Joseph Harley is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual, Fogle and Associates, Vail Resorts, and Clemson University. Outside of his advisory role, he is also a fishing charter captain with Billfishin' LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.