Lisa Whiteman is a financial advisor at OSAIC with 21 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, she worked at LPL Financial for 16 years and Washington State Employees Credit Union for 20 years. She is also involved with Whitehill Financial, LLC, where she provides insurance sales and service for various carriers. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios that may include a range of securities and investment products.

Britney Vanweerdhuizen is a financial advisor at OSAIC Wealth, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Washington State Employees Credit Union. In addition to her advisory role, she serves as a notary and works with Whitehill Financial as a Client Relationship Manager, assisting with client services and insurance sales. 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 with a range of investment options and utilizes tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios.