Daryl Jones is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years prior to joining Osaic in 2024. In addition to his advisory role, Jones is involved in managing a seasonal rental property and provides wealth management services through Apex Wealth Management LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools and multiple investment platforms to construct portfolios that can include a variety of securities and alternative investments, with options for discretionary or non-discretionary management.

Kenneth Patton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Triad Advisors, Inc. for 14 years and has operated his own CPA firm since 2003. In addition to his advisory role, he is a partner and owner of Apex Wealth Management LLC and manages a CPA LLC providing tax and bookkeeping services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory programs and transitions.

Christopher Strickland is a financial advisor at OSAIC with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Equitable Advisors, and Axa Advisors. Outside of his advisory role, Strickland teaches a personal finance course for the Wesley Foundation at the University of Central Florida. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that include various investment vehicles and supports multiple advisory platforms.