Gaye Pike is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Osaic Wealth Inc and previously worked at NBC Securities, Inc. for 17 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Brett Crouse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc, Caledonian Financial, Liberty University, and other organizations. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

Jesse Clayton is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Osaic Wealth Inc., he worked at Woodmont Investment Counsel, LLC for 14 years. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment options to construct portfolios managed on a discretionary or non-discretionary basis.

Thomas Sneed is a financial advisor at OSAIC Wealth Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at NBC Securities, Inc. for 12 years before joining OSAIC in 2025. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools for portfolio construction and management.

Jeret Crouse is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. He is also affiliated with Horrell Company, a commercial real estate firm, where he maintains a real estate license and provides occasional consultation and referrals. Jeret’s background includes roles at Caledonian Financial and experience in educational settings. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated financial services and employs tools such as asset-allocation models, risk assessment, and automated rebalancing to construct portfolios across various asset classes.

Montee Sneed is a CFP® with 40 years of industry experience, currently serving with Osaic Wealth Inc. since 2025. He has worked at Caledonian Financial since 2005 and was previously at NBC Securities, Inc. for 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, supporting both discretionary and non-discretionary accounts.