Adam Wheeler is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 18 years at Lincoln Financial Advisors. He is also active as an insurance agent offering accident and health, disability, life insurance, and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managed account solutions.

Neil Carr is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at OSAIC and previously spent 30 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he owns and leases a food truck to a tenant and assists in healthcare matters as a power of attorney. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios utilizing a variety of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Kasey Dial is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Osaic in 2025, Dial worked at Lincoln Financial Advisors Corporation for nine years and was involved with Bright City Lights for four years. Outside of advising, Dial is also licensed as an insurance agent offering fixed and indexed annuities as well as traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of affiliated advisors and employs various asset-allocation tools and third-party platforms to construct and manage client portfolios.