Les Dyer is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Triad Advisors, Inc. for 25 years. Outside of his advisory role, he co-owns a small farm where cattle are raised and hay is grown, and he serves as a board member for the Wilkes Heritage Museum. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Trenton Walsh is a financial advisor at Osaic with four years of industry experience. He holds the Series 66 designation and has previously worked at Triad Advisors and Lakewood. Outside of his advisory role, Walsh serves as head coach for a travel baseball organization and is a board member at Catawba College. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers a range of advisory and brokerage services, utilizing asset-allocation tools and third-party solutions to provide customized portfolio management.