William Teague Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Capital Analysts Incorporated. In addition to his advisory role, he is president of Fidelity Capital Management, where he provides financial solutions to clients, and operates a sole proprietorship focused on life insurance, fixed annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Corbin Holder is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise, PRUCO Securities, and Stifel. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various risk and rebalancing tools.

William Teague is a Series 66-licensed financial advisor with 50 years of industry experience. He is currently affiliated with OSAIC and has held roles at Royal Alliance, Lincoln Investment, and Capital Analysts, Incorporated. He also serves as Vice President of Fidelity Capital Management and works as a life insurance settlement agent and fixed insurance product solicitor. OSAIC Wealth serves a wide range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a variety of managed account options supported by proprietary tools and third-party managers.