Charles Lambeth is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 28 years. In addition to his advisory role, he offers accident and health insurance, disability insurance, fixed annuities, health savings accounts, and traditional life insurance as a licensed agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and efficient-frontier analysis, offering a range of investment options managed on discretionary or non-discretionary bases.

Mark Heath is a CFP® professional with 21 years of industry experience. He is currently with Osaic and previously spent 20 years at Lincoln Financial Advisors. Outside of his advisory role, Heath owns and leads 10 Key Consulting, LLC, which offers various insurance products and group benefits. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options supported by advanced asset-allocation tools.

Robert Sesich is a CFP® with 24 years of industry experience. He has worked at Lincoln Financial Advisors and Lincoln National Life Insurance Company since 2002 before joining OSAIC in 2025. In addition to his advisory role, he is licensed to offer a range of insurance products including life, disability, long-term care, and fixed indexed annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm employs a variety of asset-allocation tools and investment platforms to construct portfolios incorporating multiple asset classes and offers both discretionary and non-discretionary account management options.