Scott Jones is a financial advisor at OSAIC with 23 years of industry experience and holds a Series 66 designation. He has worked at multiple firms including Securities America Advisors and Investacorp Advisory Services, and he is the founder of Genesis Wealth Advisor Group, LLC, where he continues to serve as a financial advisor. Outside of his advisory work, he co-owns an inactive audio production company and serves in roles related to medical representation and estate matters for family. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment strategies and third-party managers.

Erik Lure is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Securities America Advisors and National Planning Corporation. In addition to his advisory role, he is involved in life insurance sales through AFR Financial Group. 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 featuring model-based asset allocation and portfolio optimization, supported by various managed account options and third-party manager programs.