Vincent Ashley Jr. is a CFP® professional with 46 years of experience in the financial services industry. He currently works at OSAIC and has previously held positions at Securities America Advisors, Inc., Sunset Financial Services, Inc., Inner Harbor Asset Management, and FSC Securities Corporation. Ashley also operates a sole proprietorship as an insurance agent. Osaic Wealth serves a wide range of retail and institutional clients and offers a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization, supporting various advisory and brokerage services.

Elizabeth Ashley is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, she worked with Securities America Advisors and Securities America, Inc. from 2016 to 2024. Outside of her advisory work, she occasionally sells life insurance policies and assists clients with related applications and documentation. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.