James Powers is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Greensview Wealth Management and TrustFirst, Inc. Powers serves as a board member for The Dream Connection, a nonprofit focused on fulfilling the wishes of children with life-threatening illnesses. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing across a variety of investment products and account management options.

John Kennedy III is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Greensview Wealth Management and Trustfirst, Inc. Kennedy operates a sole proprietorship selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing various asset-allocation tools and offering access to third-party managers and unified managed accounts.

Daniel Macdonald is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience and has previously worked at Trustfirst, Inc. and Greensview Wealth Management. He is also licensed in Tennessee to sell variable annuities and life insurance through Trustfirst, Inc. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services. The firm utilizes proprietary asset-allocation tools and supports a variety of investment products and third-party platforms for portfolio management.