Jerry Hoffmann is a financial advisor with OSAIC in Plano, Texas, holding Series 63 and Series 65 registrations and 36 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Hoffmann also owns and manages a professional limited liability company providing tax and accounting services and offers insurance products through a sole proprietorship and a PLLC. OSAIC serves both retail and institutional clients through a large network of affiliated advisors, offering a range of financial planning, investment advisory, and retirement consulting services. The firm employs advanced asset-allocation and portfolio management tools and operates a complex platform with multiple mergers and third-party arrangements.

Lavon Williams is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 17 years. Outside of advising, Williams is involved in nonprofit boards including the LeFlore County Development Authority and the Carl Albert State College Board of Regents, and he owns and manages a blueberry and blackberry farm. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and offers portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary and non-discretionary management options.