Jordan Browning is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has additional experience in insurance sales through Vital Insurance Partners, where he is a partner focused on life and health insurance and Medicare-related products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to construct and manage portfolios across a variety of investment vehicles.

David Coburn is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is president and owner of Coburn & Associates, a corporation focused on the sale of fixed insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and portfolio management strategies to serve individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Joshua Lee is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Osaic, he worked at Ameriprise and Edward Jones. Outside of his advisory work, he is a member of Mimir Advisory LLC, a personal business entity used for insurance and commission product sales. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.