Turner Brantley is a financial advisor with Osaic Wealth, Inc. based in Eugene, OR. He holds a Series 66 designation and has 5 years of industry experience, including prior work at Retirement Planning Group / Lincoln Financial Advisors. Outside of advisory roles, he is an agent offering fixed insurance products such as fixed annuities, disability, long-term care, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services. Its approach includes firm-provided asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios with various investment types.

Chelsey Armstrong is a financial advisor at OSAIC based in Eugene, OR, holding a Series 66 designation with three years of industry experience. She has previously worked at Lincoln Financial Advisors, Royal Alliance Associates, Northwest Retirement Services, Roseburg Forest Products, and Dutch Bros Coffee. Armstrong is also a notary public and serves as a paraplanner at Ascend Wealth Partners, providing advisory support including client communications and retirement plan preparation. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified asset allocation, risk assessment, and access to third-party investment managers across multiple platforms.

Andrew Conner is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at the Retirement Planning Group and Albertsons. In addition to his advisory role, he provides comprehensive financial planning for clients of Ascend Wealth Partners, LLC, and offers fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services such as integrated brokerage and investment advisory, financial planning, managed accounts, and access to third-party money managers.

James Maxon is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously spent 17 years with Lincoln Financial Advisors. Outside of his advisory role, Maxon owns Ascend Retreats, LLC, a real estate rental business managed primarily by his wife. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a diversified investment approach utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing.