David Menard is a financial advisor with OSAIC based in Fort Collins, Colorado, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018. Menard serves as a board member for the Fortunaire Club Charitable Foundation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction, supporting both discretionary and non-discretionary account management.

Ashley Lauwereins is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, she owns and operates Fifth Essence Jewelry, a business focused on creating and selling handmade jewelry. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and retirement plan consulting, using various tools and third-party resources to support customized portfolio construction and management.