Jackson Graham is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has held roles including investment analyst and assistant to a financial professional at Synergy Wealth Partners. Outside of advising, he is also licensed as an insurance agent, selling life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment approach with asset allocation and portfolio optimization tools, supporting a variety of program types and third-party managers.

Jessica Cole is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 21 years of experience in the financial services industry. She currently works at Osaic and previously held positions at Sagepoint Financial, Inc., Sii Investments, and OneAmerica Securities, Inc. Outside of her advisory role, she serves as president of Synergy Wealth Partners LLC and Synergy Wealth LLC, entities through which she engages in fixed insurance product offerings and manages staff and benefits. Osaic Wealth serves a diverse client base including retail, institutional, high-net-worth, and non-high-net-worth investors, as well as retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by multiple custodial and legacy program arrangements.

Susan Watson is a financial advisor at OSAIC with Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc. and Legacy Financial Advisors. She also serves as Operations Manager at Synergy Wealth Partners, LLC, providing client support and business management to financial advisors. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports various investment strategies across its affiliated broker-dealer and RIA relationships.