Ernest Williams is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Cambridge Investment Research Advisors, Inc. In addition to his advisory role, he is involved in retirement income and estate planning services and has engagements related to insurance and human resources through affiliated businesses. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Gary Kindler is a financial advisor with OSAIC based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Inc. for 24 years and has been involved with Coordinated Financial Planning and Capital Asset Management for over two decades. He is also engaged in insurance sales through Coordinated Financial Planning. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of analytical tools and portfolio management platforms to deliver customized investment solutions across multiple asset classes.