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Jennifer V
Series 66
Melbourne, FL
OSAIC
Jennifer Vawter is a financial advisor with OSAIC who holds a Series 66 designation and has 16 years of industry experience. Her career includes roles at Royal Alliance Associates, Independent Financial Group, Triumph Wealth Advisors, TCM Securities, and McPherson Financial Group. Outside of her advisory work, she is an independent contractor photographer, owns a custom floral arrangement business, and serves as Assistant Secretary on the board of the OSAIC Foundation. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management across various investment types.
Graham M
Series 66, Series 63
Melbourne, FL
OSAIC
Graham Macneill is a financial advisor with Osaic, holding Series 66 and Series 63 designations and over 20 years of industry experience. His prior roles include positions at CrowdStreet Capital LLC, Transamerica Financial Advisors, and National Asset Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.
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