Marshal Baggett is a CFP® professional with 38 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over 30 years with Securities America Advisors, Inc. Baggett also serves as president of a non-profit church organization and is a pastor involved in teaching and ministering. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers, offering integrated brokerage, advisory, and financial planning services alongside multiple investment platforms.

David Baggett is a financial advisor with OSAIC based in Lake Charles, Louisiana. He holds a Series 66 designation and has 19 years of industry experience, including roles at Securities America Advisors and Securities America Inc. Outside of advising, Baggett is involved in his church as a youth leader, teaching Sunday school and youth services. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.