Billy Brown is a CFP® with 31 years of industry experience, currently serving as an advisor at Osaic since 2023. He has spent significant portions of his career with Brown Professional Group Inc. and Avantax entities in various advisory and insurance roles dating back to 1995. In addition to his advisory work, Brown is president of Brown Professional Group Inc., where he is involved in tax preparation, payroll, bookkeeping, and management activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios across a range of investment types.

Stephen Kincer is a financial advisor with Osaic, holding the CFP® designation and Series 63 license, and has 30 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he is a partner in Kincer Business Group Inc., a CPA firm focused on accounting and tax preparation. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing a range of portfolio management tools and third-party platforms.

Blake Brown is a CFP® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Avantax Advisory Services and Avantax Investment Services, and he has maintained involvement with Brown Professional Group, Inc. since 2007, where he performs tax return preparation and bookkeeping. Additionally, Brown is a licensed insurance agent providing life, disability, and annuity products, and he occasionally offers notary public services to clients without compensation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct and manage portfolios that include a broad spectrum of investment vehicles.