Dempsey Moody IV is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 21 years. Outside of advisory work, he is also licensed as an insurance agent offering fixed annuities, indexed annuities, and long-term care insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to discretionary strategies, third-party managers, and alternative investments.

Jeffrey Janes is a Series 66-licensed financial advisor with 21 years of experience, currently with OSAIC since 2025. He spent 20 years at Lincoln Financial Advisors prior to joining OSAIC. He also offers insurance products including disability, long-term care, traditional life insurance, and annuities through insurance agency roles. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with discretionary and advisor-managed strategies, supported by a complex platform that includes affiliated broker-dealer and RIA relationships.

Kenneth Sledge Jr. is a financial advisor at OSAIC with 50 years of industry experience. He holds a Series 63 designation and previously spent 37 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he operates Sledge Benefit Group, where he sells accident and health insurance and related products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and is notable for its scale and recent consolidation activity.

William Nichols is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously spent 32 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, Nichols is involved in providing and servicing corporate and individual employee benefits, including group and individual medical plans, disability, life insurance, and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk tolerance assessments and offers multiple investment strategies through an extensive affiliate network.

Kris Kinslow is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors and Lincoln National Life Insurance Company for over two decades. Outside of advising, Kinslow is licensed to sell non-variable insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory programs. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a complex affiliate network.

Kevin Richardson is a financial advisor with Osaic Wealth in Nashville, TN, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 28 years before joining Osaic in 2025. Outside of his advisory role, he serves as a soccer referee. Osaic Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, leveraging a complex affiliate network and private-equity ownership.

Karissa Jackson is a financial advisor at OSAIC with Series 63 and Series 66 licenses and two years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and has held roles at Kris Kinslow and Katherine Reall, CPA. Outside of her advisory work, she operates a dog-sitting business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through an extensive multi-advisor platform.

James Miller Sr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he serves as a United Methodist minister in Brentwood, Tennessee, officiating at funeral committal services and weddings. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and recent consolidation activity.