Gloria Wilson is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. In addition to her advisory role, she owns an engineering project management business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services supported by various investment tools and third-party platforms.

Nicholas Weissfeld is a financial advisor with OSAIC in Knoxville, TN, holding Series 63, Series 65, and Series 66 licenses and 18 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for eight years and MML Investors Services for one year. Outside of advisory work, he serves as an insurance agent offering accident and health, disability, traditional life, long-term care insurance, and voluntary employee benefits. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and access to third-party money managers and managed account solutions.

Richard Brittain is a financial advisor with OSAIC in Knoxville, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisor for six years and Valic Financial Advisors for seven years. In addition to his advisory role, Brittain is a licensed insurance agent involved in the sale and service of fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk assessments, and automated rebalancing across various investment types.

Ken Shipley is a CFP® professional with 27 years of industry experience. He joined Osaic in 2025 after a 26-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he coaches basketball at Hardin Valley Academy in Knoxville, TN. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of investment vehicles on both discretionary and non-discretionary bases.