Lane Tamburo is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services and Capital One Investment Services. In addition to his advisory work, he is also an insurance agent with Capital Investment Advisors, where he advises and sells insurance products. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various asset-allocation tools and third-party platforms.

Jake Richard is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, Royal Alliance Associates, and Capital One Bank, among other firms. His professional background also includes managing an investment-related LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Justin Henderson is a financial advisor with OSAIC holding Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Woodbury Financial Services since 2018 and has been involved with ShareBuilder 401K since 2015. Henderson also serves as president of Capital Investment Advisors LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various advisory platforms, including managed accounts and model solutions.