Jordan Browning is a Series 66-licensed financial advisor with two years of industry experience, currently with OSAIC. Prior to joining OSAIC, he worked at Woodbury Financial Services Inc and has a background that includes six years in insurance sales at Vital Insurance Partners, where he focuses on Medicare and related health insurance products. Browning maintains ongoing roles in insurance sales alongside his advisory work. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process, and it is notable for its scale, affiliate network, and multi-advisor platform.

David Coburn is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Osaic Services, Inc. In addition to his advisory work, he is president and owner of Coburn & Associates, a corporation focused on the sale of fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with various managed account options and third-party money manager programs.

Joshua Lee is a financial advisor at Osaic Wealth Inc with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory work, he founded Mimir Advisory LLC, an entity through which he manages the sale of insurance, annuity, and commission-based products not offered directly through Osaic. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, with various managed account options and access to alternative investments.