Teresa Mcclelland Sargent is a CFP® professional with 27 years of industry experience, currently serving at OSAIC in Flint, MI. She has been with OSAIC since 1998 and also operates Financial & Tax Planning of Flint, Inc. Outside of her advisory role, she is Chairman of Back to the Bricks Inc. and serves as a notary and attorney-in-fact for family members. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and diversified portfolios, and supports multiple advisory platforms and legacy programs.

Jason Brown is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2007. Brown also provides administrative support at Financial & Tax Planning Inc. He serves as attorney in fact for his mother. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.