Karen Tisdale is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Securities America, Inc., Securities America Advisors, Inc., and National Planning Corporation. Outside of her advisory role, she serves as Treasurer and Board Member for the Cape Fear Regional Theatre and is involved with the Child Advocacy Center as a Training Facilitator and Committee Chair. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services delivered through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary and advisor-managed strategies.

Bruce Brown is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, and National Planning Corp. Outside of his advisory work, he serves on the finance committee of Hay Street Methodist Church and is a member of the Kiwanis Club of Fayetteville, a civic organization focused on community and youth programs. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary and third-party manager strategies.