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Landon C

Series 66

Huntsville, AL

OSAIC

Landon Cole is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Wells Fargo Clearing, and Remington Outdoor Company. Outside of advising, he is a member of Alabama Ice, LLC, which operates ice vending machines. OSAIC Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Caleb L

CFP®, ChFC®, Series 66

Huntsville, AL

OSAIC

Caleb Lawler is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with OSAIC and previously worked at Edward Jones and Hexagon Safety & Infrastructure. Outside of his advisory role, he is a limited partner in Alabama Ice, LLC, where he participates in administrative business activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a wide range of investment products.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Founder/Business Owner
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Kelly C

Series 63

Huntsville, AL

OSAIC

Kelly Cole is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 36 years of industry experience. Prior to joining Osaic in 2024, Kelly worked at Woodbury Financial Services Inc. for seven years and National Planning Corporation for five years. Outside of advising, Kelly is involved as owner and partner in multiple business ventures, including Benefit Advisory Group, LLC, which manages office expenses and payroll. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an investment approach utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing across a variety of asset types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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