Allison Morrison is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Lincoln Financial Advisors from 2007 to 2025 before joining OSAIC in 2025. Outside of advising, she is an insurance agent specializing in fixed insurance products including annuities and long-term care insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance analysis, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Gary May is a financial advisor at OSAIC with 46 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 46 years before joining OSAIC in 2025. Outside of his advisory role, he coaches varsity high school softball. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio management that incorporates asset allocation tools, risk assessments, and access to third-party money managers.

Cora Dawson is a Series 66-licensed financial advisor at OSAIC with six years of industry experience. She previously worked at Gary A. May (May Financial Services) and Evansville State Bank. Before her career in finance, she spent eight years teaching at the middle and high school levels. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms.

David Henze is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. In addition to his advisory role, Henze offers various insurance products including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.