Trevor Lawson is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at OSAIC since 2018 and previously spent five years at Jhfn Sii. Outside of his advisory roles, Trevor volunteers as an instructor, teaching financial preparation for widowhood at a local education program for individuals aged 50 and older. OSAIC Wealth serves a wide range of clients including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Kent Thompson is a financial advisor at OSAIC in Raleigh, NC, holding Series 63 and Series 66 licenses with 40 years of industry experience. His prior roles include positions at Jhfn Sii, First Allied Advisory Services, and Osaic FA, Inc. He serves as secretary on the boards of the Wake County Estate Planning Council and the Greystone Manor Townhome Association. 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’s investment approach relies on model-based asset allocation, portfolio optimization, and a combination of discretionary strategies and third-party money manager programs.

Andrew Rose is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously held roles at SII and various Northwestern Mutual entities from 2007 to 2017. Outside of financial advising, he serves as Vice President of a homeowner's association and operates an S Corporation for his business activities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies supported by various tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Travis Harris is a financial advisor at Osaic Wealth with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Clearing, Fifth Third Securities, Merrill, and Edward Jones. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Nicholas Pino is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 designations and 22 years of industry experience. He previously worked at John Hancock Financial Services for 13 years before joining OSAIC in 2018. Outside of his role at OSAIC, he is involved as a financial planner with Capitol Financial Solutions and also operates as an insurance broker through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex network of affiliated broker-dealer and advisory entities.

William Smith is a financial advisor with Osaic Wealth in Raleigh, NC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at SII/John Hancock Financial Services for 16 years before joining Osaic in 2018. Smith serves as Investment Committee Chairman at Wake Technical Community College, where he helps oversee the alignment of foundation funds with investment goals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services using model-based asset allocation, portfolio optimization tools, and a multi-advisor platform designed to meet varied investment needs.

David Mc Dowell is a financial advisor with OSAIC in Raleigh, NC, holding a Series 66 credential and two years of industry experience. Prior to joining OSAIC, he held roles at James River Insurance and First Citizens Bank, among others. He is involved as a financial advisor with Capitol Financial Solutions and acts as an insurance broker soliciting fixed insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with risk management tools and supports a complex affiliate network, serving high-net-worth individuals, corporate clients, and charitable organizations.

Price French is a financial advisor at Osaic with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with The Potter Financial Group, Commonwealth Financial Network, and Kestra Financial Services. He is also associated with The French Financial Firm, LLC. OSAIC Wealth serves a diverse group of clients, including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a variety of advisory and brokerage services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and a range of investment programs.

Michael Godwin is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Sii and Mass Mutual Investors Services. Godwin serves as a board member of Building People and Communities, a nonprofit focused on supporting individuals on the autism spectrum. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its large scale and complex affiliate network.

Robert Turner is a financial advisor with Osaic based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining Osaic in 2018. Turner is also CEO of Capitol Financial Solutions, LLC, an investment-related firm. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and the use of discretionary strategies, third-party managers, and proprietary models.

Devin Butler is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at OSAIC since 2018 and previously at SII and Capitol Financial Solutions. Butler also teaches a course for individuals aged 50 and older on financial preparation for widowhood through a local continuing education program. OSAIC Wealth serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a broad range of advisory and brokerage services through a large multi-advisor platform.

Daniel Haines Jr. is a CFP® professional with 43 years of industry experience, currently with OSAIC since 2020. His prior roles include positions at First National Bank of PA, Cetera Investment Advisers, Securities America Advisors, MSI Financial Services, and AdvisorsOne Wealth Management Group. In addition to his advisory work, he operates Capitol Financial Solutions and serves as an insurance broker for fixed insurance products. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing portfolio optimization and risk management, and it is notable for its scale, complex affiliate network, and recent consolidation activities.

Ryan Warren is a Series 66-licensed advisor at Osaic Wealth Inc with one year of industry experience. His background includes roles at Capitol Financial Solutions and various positions during his education at North Carolina State University. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Steven Consiglio is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he engages in professional speaking and coaching through Noble Strategies, LLC, and serves as a trainer for Robbins Research International at Tony Robbins events. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm delivers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Matthew Hall is a financial advisor with OSAIC in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at BB&T, UBS Financial Services, and Commonwealth Financial Network. He also operates Capitol Financial Solutions as an LLC and maintains a fixed insurance brokerage as a sole proprietorship. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

Spencer Teddy is a Series 66 licensed financial advisor with two years of industry experience, currently with Osaic in Raleigh, NC. Prior to joining Osaic, he worked at Capitol Financial Solutions and held various roles outside of finance, including positions in the hospitality industry and education. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Joshua Wall is a CFP® and ChFC® with 13 years of industry experience. He is currently with OSAIC and previously spent over a decade at Northwestern Mutual in various wealth management and investment roles. In addition to his advisory work, Wall is involved in insurance brokerage and owns an LLC for tax purposes. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring portfolio optimization and risk assessments, supporting both discretionary and advisor-managed strategies.

Ashley Howell is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to joining OSAIC, she worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for seven years. Outside of advisory work, Howell serves as a director of compliance for Capitol Financial Solutions and acts as a FINRA arbitrator. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with tools like risk-tolerance questionnaires and portfolio optimization, supporting discretionary and advisor-managed strategies along with third-party managers and proprietary models.

John Amendola is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Virginia Asset Management and Minnesota Life. Outside of his advisory role, Amendola operates a sole proprietorship as an insurance broker selling fixed insurance products and is involved with Capitol Financial Solutions, LLC, focusing on planning, investment advisory, analysis, and reviews. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Nicholas Pangakis is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Signator Investors Inc JHFN for eight years before joining OSAIC in 2018. Outside of advising, he is also a musician. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.

Scott Sorrell is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Network/Signator Investors. Outside of his advisory role, he serves on the stewardship committee at Bay Leaf Baptist Church and is a board member for Amanda Bailey Studios, where he participates in scholarship decisions for local music students. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by discretionary strategies and third-party manager programs.

Krista Mcconnell is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at Royal Alliance, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Mcconnell also serves as a registered assistant at Capitol Financial Solutions, assisting financial professionals with their business operations. OSAIC Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers both brokerage and advisory services through various programs and utilizes a model-based investment process emphasizing asset allocation and portfolio optimization supported by risk assessment and rebalancing tools.