James Plasko is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. He is a founding partner of Beyond Asset Management, an LLC focused on financial planning, insurance, and investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various investment vehicles to construct portfolios managed on discretionary or non-discretionary bases.

Charles Herron is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to joining Osaic, he worked at Jhfn Sii from 2014 to 2018. He is also a partner at Beyond Asset Management, an investment-related LLC, and operates as an insurance agent providing needs analysis and brokering life, disability, health, and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consultation. The firm utilizes advanced asset-allocation tools and a variety of investment products to construct portfolios tailored to client profiles, supporting both discretionary and non-discretionary management.

Renee Hitchcock is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 66 designation and three years of industry experience. She has worked at Osaic Wealth since 2022 and has prior experience with Innovative Financial Group/Beyond Asset Management dating back to 2018. Outside of advisory roles, she is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Boone Lancaster is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously at Jhfn Sii from 2011 to 2018. Lancaster serves as a board member and finance chair for Calvary Young Children's School in Nashville, where he participates in budget reviews and project approvals. 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 integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.