Gary Everts is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and INVEST Financial Corp. Everts is also involved with Future Financial Group, where he is a broker focusing on the sale of fixed life insurance, fixed annuities, long-term care, and disability income products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across various asset classes managed on discretionary or non-discretionary bases.

James Scott is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory work, he serves as a bus driver for the Clarence Central School District. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, efficient-frontier analysis, and access to third-party money managers and wrap programs.