Randall Simkins is a financial advisor with Osaic Wealth, Inc. in Helena, Montana, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He spent 24 years at Royal Alliance Associates, Inc. before joining Osaic in 2023. Outside of advisory work, he is a part-owner of Scratch Golf LLC, a business venture involving property ownership with a partner. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing services such as integrated brokerage and advisory, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of asset types and offers both discretionary and non-discretionary management options.

Clint Morrison is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance for 10 years before joining OSAIC. In addition to his advisory role, he is a financial consultant at Summit Financial Advisors, where he is involved in insurance consulting and sales. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple third-party money managers and platforms.