Nicholas Stiefel is a financial advisor at OSAIC with eight years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. and Mass Mutual, as well as at the University of Virginia. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools, third-party money managers, and portfolio management platforms.

Clinton Rhodes is a financial advisor at OSAIC with 23 years of industry experience. He held a previous role at Sagepoint Financial, INC for 14 years before joining OSAIC in 2023. Rhodes holds Series 63 and Series 65 licenses. He is also involved with IKEMOR Company Inc as a statutory agent and works with HSA Bank assisting clients in establishing Health Savings Accounts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of integrated financial services and employs asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Gus Andrews III is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Ikemor Co., Inc. since 2002, where he serves as president. Andrews has roles in multiple investment-related businesses, including partnerships in commercial real estate and corporate operations. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party money manager access to deliver brokerage and advisory services, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.