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Andrew M

Series 63, Series 66

Macon, GA

OSAIC

Andrew Moore is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors and Trinity Underwriting Managers Inc. Outside of advisory services, he acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance through Ingleside Financial Group. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios utilizing a wide range of investment products and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles M

CFP®, Series 66

Macon, GA

OSAIC

Charles Moore Sr. is a CFP® and holds a Series 66 license with 46 years of industry experience. He is currently at Osaic, where he has worked since 2024, following nine years at Lincoln Financial Advisors and ongoing involvement with Ingleside Financial Group LLC since 2009. Outside of his advisory work, he serves as a church elder in Greensboro, GA. 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. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk assessments, and automated rebalancing, offering portfolios with a range of securities managed on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Crawford E

Series 66

Macon, GA

OSAIC

Crawford Edwards Jr. is a financial advisor with OSAIC in Macon, GA, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has been associated with Martin Snow, LLP since 1989. Edwards serves as CEO of the Taylor Stevens Foundation and holds director roles with several nonprofit organizations, including Wesley Glen Ministries and the Louise B Mathews Foundation. He is also an adjunct professor at Mercer University School of Law, teaching estate planning and tax law. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and offers access to various third-party money managers and managed account platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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