Amy Duncan is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She previously worked at Woodbury Financial for 21 years before joining OSAIC in 2024. Duncan also operates under the Alpine Planning Group DBA in Littleton, CO, where she provides financial planning and advisory services to clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and access to third-party managers to construct and manage portfolios across multiple investment types.

Gabriel Walker is a CFA charterholder with 11 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Inc. He also maintains a marketing affiliation with Alpine Planning Group in Littleton, Colorado. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm uses a range of asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Bryan Gray is a financial advisor with Osaic who holds a Series 66 designation and has 33 years of industry experience. He has worked at Osaic since 2024 and previously spent over two decades at Woodbury Financial Services. Gray is also the owner of Alpine Planning Group, where he provides services including life insurance, annuities, long-term care, and disability insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using various tools and third-party platforms to construct diversified portfolios tailored to client needs.