James Gothard is a financial advisor with OSAIC in Lafayette, Indiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and Paradigm Consulting Inc., where he serves as president. Gothard is involved in his community as treasurer and grants committee chair for the Community Foundation of Greater Lafayette and serves on the Fire Merit Commission Board and as advisory board president of the Lafayette Country Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Beau Ashcraft is a financial advisor at Osaic with four years of industry experience and holds a Series 65 designation. In addition to his advisory roles, he is the owner of Esox Fishing Rods, a business that produces and sells custom fishing poles directly to consumers. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and platforms. The firm offers integrated investment advisory and brokerage services, financial planning, and access to various managed account solutions.