James Plasko is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Plasko is a founding partner of Beyond Asset Management, an LLC engaged in financial services, financial planning, insurance, and investment sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and risk management tools.

Charles Herron is a CFP® with 11 years of industry experience, currently serving at OSAIC since 2018. He previously worked at Jhfn Sii from 2014 to 2018. Herron is also a partner at Beyond Asset Management, where he holds a financial advisor role, and is licensed as an insurance agent providing life, disability, health, and annuities brokering. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by advanced tools and a multi-advisor platform offering both brokerage and advisory services.

Renee Hitchcock is a Series 66-credentialed financial advisor at Osaic Wealth, Inc. with three years of industry experience. She has worked with Osaic Wealth since 2022 and previously with Innovative Financial Group/Beyond Asset Management starting in 2018. Outside of her advisory roles, she also serves as a notary public. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Boone Lancaster is a financial advisor with OSAIC in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously at Jhfn Sii and Securian Financial Services, Inc. He serves as a board member and finance chair for Calvary Young Children’s School, a local daycare and pre-kindergarten organization. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, providing various managed account options and third-party money manager programs.