Jennifer Adams is a financial advisor with OSAIC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Royal Alliance Associates, UBS Financial Services, Credit Suisse Securities, and other firms. She is also the managing member of THE ADAMS NINE LLC, a non-investment-related business. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation and portfolio optimization techniques.

Adam Lampe is a financial advisor with OSAIC and holds a Series 66 designation. He has 16 years of industry experience, having worked at Osaic Wealth, Royal Alliance Associates, ProEquities, and operates his own entities, including Mint Wealth Management and Lampe Wealth Management. Outside of advisory work, he is CEO and co-founder of Mint Wealth Management, which provides comprehensive financial planning services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across a complex affiliate platform.