Chris Cantrell is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, Edward Jones, and several other firms and businesses. Outside of advising, Cantrell owns Cantrell Home Services, a handyman service company, and serves as a board member for Friends of Muir Valley, a nonprofit focused on sustainable operation of a climbing area. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Jonathan Rase is a CFP® certificant with six years of industry experience currently advising at OSAIC. He has previous experience at the Klausing Group and operates his own advisory practice. Outside of finance, he coaches youth soccer through the Kentucky Olympic Development Program. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients via a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed portfolios. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include various asset classes and investment restrictions.

William Wilson is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Securities Corporation for 17 years and Jefferson Standard Life Insurance for over four decades. Wilson is involved in several insurance-related business activities, including ownership roles in agencies offering fixed annuities, life settlements, and various insurance products. OSAIC serves a diverse client base comprising retail and institutional investors, offering integrated brokerage, advisory, and financial planning services. The firm utilizes asset-allocation tools and third-party platforms to construct portfolios that include a wide range of investment vehicles and supports both discretionary and non-discretionary account management.

Barbara Inman is a Series 66-licensed financial advisor with 28 years of industry experience. She currently works at OSAIC and previously spent nine years with Lincoln Financial Securities Corporation. Outside of her advisory role, she owns a small business that creates and sells homemade crafts. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing various portfolio management tools and third-party platforms to deliver customized investment solutions.

Patrick Rase is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Securities Corp for over 20 years. Outside of his advisory role, he serves as a minister performing weddings and funerals when requested. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by advanced tools and access to third-party money managers.

William Evans is a financial advisor with Osaic Wealth, Inc. based in Lexington, KY. He holds Series 63, 65, and 66 licenses and has nine years of industry experience, including prior roles at Charles Schwab, TD Ameritrade, BB&T Now Trust, and Thrivent Financial. Outside of his advisory work, he is the owner of a personal residential rental business. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory platforms and third-party services to offer integrated brokerage, investment advisory, and portfolio management solutions.

Stephen Allen is a financial advisor at OSAIC with nine years of industry experience. He holds the PFS™ designation and has worked at Allen CPAs & Advisors, PLLC and Reitz & Allen, CPAs, PLLC. OSAIC serves a diverse client base including individuals, high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, using a range of asset-allocation tools and third-party solutions to construct and manage client portfolios.

John Allen is a financial advisor at OSAIC with a Series 65 credential and one year of industry experience. Before joining OSAIC Wealth, he held 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 broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

George Cox is a financial advisor with OSAIC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 15 years and currently serves as a power of attorney for investment-related matters for a family member. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, while providing access to third-party money managers and wrap programs.