James Gilmore is a CFP® with 22 years of industry experience and currently advises clients at OSAIC. His prior experience includes roles at Securities America Advisors, LPL Financial, National Planning Corporation, Walnut Street Securities, and Morgan Stanley. Outside of advisory work, he is active in the Orange Rotary Club, serving as the 2023-24 President and Program Committee Chair, and volunteers with the Providence St. Joseph Hospital Foundation. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm uses a model-based investment process that incorporates asset allocation, portfolio optimization, and risk management, supported by various proprietary and third-party strategies.

Lee Bashforth is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, National Planning Corporation, Walnut Street Securities, Inc., and Citigroup Global Markets. He is also president and owner of Black Mountain Wealth Management, Inc., a professional corporation through which he conducts advisory activities. OSAIC 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’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical and management tools.