Robert Overman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously spent 15 years at Triad Advisors, Inc. Overman serves on the investment committee for the Christ Episcopal Church Endowment Fund and is a board member of the New Bern Historical Society. He is also the Rear Commodore of the Blackbeard Sailing Club, responsible for managing its physical grounds and facilities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Jay Rishel is a financial advisor at Osaic with 19 years of industry experience. He holds the CFP® and Series 63 designations and has worked previously at Triad Advisors and Jackson National Life Distributors LLC. He serves as a board member of Merci Clinic and is president of the New Bern Youth Lacrosse Association, where he oversees the organization’s operations. Additionally, Rishel coaches youth lacrosse and participates in community nonprofit initiatives such as the Eastern Carolina YMCA capital campaign. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios, and supports multiple advisory platforms including legacy programs and managed-account solutions.