Jacob Fiore is a financial advisor with OSAIC in Morrisville, NC, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and RHI General Group since 2020, as well as earlier experience at TFIA AmWINS Group, Inc. and URJ Camp Coleman. He also attended the University of Florida from 2016 to 2020. 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 range of integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance questionnaires, and access to various third-party managed-account solutions.

Constance Mix is a financial advisor at Osaic Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Oklahoma Central Credit Union, and Ascena Retail Group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and retirement consulting through a large network of affiliated advisers and multiple platforms. The firm employs a range of asset-allocation tools and supports various managed-account solutions alongside access to third-party money managers.

Douglas Richmond is a financial advisor at Osaic with Series 63 and Series 65 credentials and 51 years of industry experience. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also licensed to offer various insurance products, including accident and health insurance, disability insurance, life settlements, premium financing, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third-party money managers.

Brian Reynolds is a CFP® with 26 years of industry experience, currently with OSAIC since 2025 after 25 years at Lincoln Financial Advisors Corp. He serves on the board of the Be The Rainbow Foundation, a nonprofit supporting pediatric cancer families. Reynolds is based in Morrisville, NC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, financial planning, and retirement consulting services through a large network of advisers and multiple platforms.

Randall King is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for Lincoln Financial Advisors Corp for 24 years. King is also a partner at Stout Stuart McGowen & King LLP, a CPA firm. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Thomas Mcgowen Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 18 years and is a partner at the CPA firm Stout Stuart Mcgowen & King LLP, where he has served since 1984. Mcgowen is a volunteer board member and endowment committee chair of the Old North State Council Boy Scouts of America. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers using asset-allocation tools and automated rebalancing.