Taylor Freeman is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Freeman has worked at SagePoint Financial Advisors and operates Freeman Financial Services, Inc. He serves as a board member of the CBF Foundation and is involved in managing a business preparing to acquire another venture. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various analytical tools.

Mitchell Valenza is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services and First Command Brokerage Services. Valenza also serves as a Captain and Civil Affairs Officer in the U.S. Army Reserve. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm's investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various client types.

Susan Franklin is a Series 65-licensed financial advisor at OSAIC with four years of industry experience. Her previous roles include positions at LifePlan Group, S&S Technologies / Advent, Triangle Securities Wealth Management, and Piedmont Investment Advisors. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides access to both proprietary and third-party investment strategies.

Duff Freeman is a financial advisor with OSAIC based in Raleigh, NC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 43 years of industry experience, currently serving at OSAIC since 2023, and previously worked with SagePoint Financial Advisors and his own firm, Freeman Financial Services, which he has owned since 1995. In addition to his advisory role, Freeman provides financial planning and consulting through Freeman Financial Services, advising clients on life insurance, disability income, long-term care, and fixed annuities as appropriate. 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 focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis, and supports discretionary and advisor-managed strategies with multiple custodial arrangements.