Chris Cantrell is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities Corporation and Edward Jones. Outside of advising, Cantrell owns a handyman services business and serves as a board member of Friends of Muir Valley, a nonprofit focused on sustainable management of a climbing area. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, offering various investment programs and financial planning supported by model-based asset allocation and portfolio optimization.

Jonathan Rase is a CFP® professional with seven years of industry experience, currently practicing at OSAIC. He has worked under his own practice since 2019 and was previously associated with Klausing Group. Outside of financial advising, he coaches youth soccer with the Kentucky Olympic Development Program. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation efforts, and complex affiliate network serving various client segments.

William Wilson is a financial advisor at OSAIC with 39 years of experience in the industry. He holds a Series 63 designation and has worked at Lincoln Financial Securities Corporation for 17 years and Jefferson Standard Life Insurance for over 40 years. Outside of his advisory role, he is involved in several insurance and financial services businesses, including ownership and agency roles in firms offering fixed annuities, life settlements, and various insurance products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm focuses on model-based asset allocation and portfolio optimization and is noted for its scale, affiliate network, and multi-advisor platform.

Barbara Inman is a financial advisor at OSAIC with 29 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, UBS Financial Services, and Merrill. Outside of her advisory career, she owns a business that creates and sells homemade crafts. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and multiple affiliated platforms.

Patrick Rase is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial and Lincoln Financial Securities Corp for over two decades. Outside of advisory activities, he serves as a minister, conducting weddings and funerals when requested. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

William Evans is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, BB&T Now Trust, and Thrivent Financial. Outside of his advisory role, he is the owner of a residential rental real estate business. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Stephen Allen is a financial advisor with OSAIC in Lexington, KY, holding the PFS™ designation and nine years of industry experience. He has worked at Osaic Wealth since 2026 and has previously been affiliated with Allen CPAs & Advisors, PLLC since 2016 and Biechele Royce Advisors, Inc. from 2015 to 2024. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary models.

John Allen is a financial advisor at OSAIC with a Series 65 designation and one year of industry experience. His background includes roles at Allen CPAs & Advisors, PLLC, Via Medica International Healthcare, Luke and Associates, University of Kentucky Healthcare, and Abu Dhabi Police. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, and it is notable for its scale, complex affiliate network, and private-equity ownership.

George Cox is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Securities Corporation and Eagle Strategies prior to joining OSAIC in 2025. In addition to his advisory role, he acts as a power of attorney for investment-related matters for a family member. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with options for discretionary management and third-party money manager programs.