Mark Southard is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with OSAIC and previously worked at Securities America Advisors. Outside of his advisory role, he is involved with a family partnership that manages ranch property and investments in Texas, where he assists with guided hunts to generate revenue. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services supported by a broad network of financial advisers and various advisory platforms. The firm employs asset-allocation tools and multiple third-party services to construct and manage portfolios tailored to client needs.

Scott Immel is a financial advisor with OSAIC, holding a Series 66 credential and 15 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America, Inc. from 2020 to 2024, and at Symmetry Financial Solutions from 2011 to 2020. He serves as a committee member on the Fredericksburg Independent School District Bond Committee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.