Lawrence Cogdell Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sagepoint Financial, Inc. since 2009 before joining OSAIC in 2023. Outside of his advisory work, he serves on the board of Wilderness Trails, assisting in planning activities for teen camps. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using various analytical tools and automated rebalancing to construct diversified portfolios.

Laura Cogdell is a financial advisor at OSAIC with 16 years of industry experience and holds a Series 66 designation. She has previously worked at Sagepoint Financial, Inc. and is also the owner of Oregon Cowgirl, LLC, a retail business specializing in gifts and accessories. In addition, she provides business consulting services and serves as successor trustee for a family trust. OSAIC serves a diverse clientele including individual, high-net-worth, pension, and corporate clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.