Robert Craven III is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Woodbury Financial Services and Wells Fargo Clearing. In addition to his advisory role, he is involved in the sales and service of fixed insurance and annuities. OSAIC serves a diverse range of clients including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Shelley York III is a financial advisor with OSAIC in Greensboro, NC, holding the CFP® and ChFC® designations and over 41 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and Morgan Stanley. He also operates GCG Wealth Management, providing full-service brokerage services. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through various programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and maintains a complex affiliate network that supports its broad platform.

Roberta Brumsey is a CFP®-certified financial advisor with 30 years of industry experience, currently with OSAIC since 2024. She previously worked at Woodbury Financial Services and Securian Financial Services, and is also involved as an insurance agent with Pilot Benefits and GCG Wealth Management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Garrett Mullins is a financial advisor with Osaic Wealth, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of advising, he serves as secretary of a home health care company owned by his family. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process focusing on asset allocation and portfolio optimization.

Dana Mckee is a financial advisor at Osaic with 13 years of industry experience and holds the Series 66 designation. Prior to joining Osaic Wealth Inc in 2026, she worked at Reganess Wealth Management Group and Raymond James Financial Services Advisors from 2021 to 2025, and Wells Fargo Clearing from 2016 to 2021. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with access to a variety of managed account strategies and third-party money managers.

George Harris III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and UBS Financial Services. Harris serves on several local nonprofit boards, including Lake Jeanette Swim and Tennis Club, Team Voyage, and Friends Homes, a continuing care retirement community. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirees, charities, and corporate clients. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a variety of advisory programs delivered through an extensive affiliate network.