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John B

ChFC®, Series 63, Series 65

Morganton, NC

OSAIC

John Branstrom is a financial advisor at OSAIC with the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience and previously worked at MassMutual Life Insurance Co. and Woodbury Financial Services. Outside of his primary roles, he is involved in several insurance and advisory businesses, including his own agency and GCG Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing a range of platforms, third-party managers, and a variety of investment options within both discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam Q

CFP®, Series 63, Series 65

Morganton, NC

OSAIC

Adam Queler is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2024. He has held prior roles at Woodbury Financial Services and Raymond James Financial Services. Outside of advising, he is involved with the NC Saints Baseball Academy and the First United Methodist Church of Gastonia, NC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a diverse investment approach that includes automated portfolio management and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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