Richard Cox Sr. is a CFP® and ChFC® credentialed advisor with 40 years of industry experience. He is currently with OSAIC and has previously worked at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and Advisor Planning Corporation. Outside of his advisory role, he owns a hobby car club called Southeast Chevelles and serves as a study group leader mentoring other Christian advisors. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services using asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Charles Cordle Jr. is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previous experience at American Portfolios Financial Services, Inc. and Cox Wealth Management, LLC. Outside of his advisory work, he plays guitar and manages sound and audio for his church worship group. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, retirement plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessment, and a variety of investment vehicles to construct portfolios tailored to client needs.

Nathan Strait is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has worked at Cox Wealth Management LLC and Cox Financial Centers, Inc. since 2013. Outside of his advisory role, he serves as a deacon and financial ministry committee director at Woodland Park Baptist Church and volunteers as a coach for the Chattanooga Southeast Tennessee Home Education Association’s cross-country team. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.