James McKay is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, Concourse Financial Group Securities, Inc., and Equitable Advisors. Outside of his advisory role, he is an operating member of an LLC that manages an aircraft under a dry lease agreement. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing discretionary and advisor-managed strategies, third-party managers, and alternative investments within a large, integrated financial services network.

Mark Wilkinson is a financial advisor at OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for 17 years and Osaic FS, Inc. for 20 years. Outside of his advisory role, he is involved in insurance sales and service as an agent with Alpha Omega Wealth Partners. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with a variety of customizable strategies and third-party manager options.

Jonathan Perry is a CFP®-designated financial advisor with 15 years of industry experience, currently with OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for 13 years and began his career at BB&T Investment Services, Inc. He has taught at Campbell University for over 20 years. Outside of his advisory role, Perry serves as a board member and assistant scoutmaster for the Boy Scouts of America Occoneechee Council. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with tools like risk-tolerance assessments and efficient frontier analysis.

Elizabeth Watkins is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at Lincoln Financial Securities, Inc., Ameriprise Financial Services, Inc., and LPL Financial. Outside of her advisory work, she has been involved with ESPN/Ming Ling Entertainment, LLC for over two decades and serves as a notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various program options such as Unified Managed Accounts, third-party money manager programs, and retirement plan consulting.

David White is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Lincoln Financial Securities Corp and Osaic FS, Inc. In addition to his advisory role, he is a partner at The Capital Planning Group LLC, where he offers insurance products including disability and life insurance. Osaic Wealth serves a diverse client base through a multi-advisor platform, providing brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account and financial planning solutions.

Russell Hadley is a CFP®-certified financial advisor with 34 years of industry experience, currently with Osaic. He has worked previously at Lincoln Financial Securities Corp and Woodbury Financial Services Inc. Hadley is also involved in selling fixed life insurance and annuities through his ownership of Alpha Omega Wealth Partners. 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 utilizes a model-based investment approach featuring asset allocation optimization and various managed portfolio options across its expansive multi-advisor platform.

Joseph Lushene Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities Corporation and Woodbury Financial Services. He owns Lushene & Associates, LLC, which manages his financial planning business, and is actively involved in insurance sales and group benefits. OSAIC serves a broad range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.

Brandon Lushene is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2024, including prior roles at Equitable Advisors LLC and Appalachian State University. Outside of advising, he is an agent with Capital Planning Group, focusing on the sale and service of equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services tailored to individual investors, retirement plans, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of program options and maintains multiple custodial and legacy arrangements.

Andrew Murphy is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Globant and Elevated Independent Energy, among other roles. Outside of advising, he is a licensed insurance agent offering life, accident, health, Medicare supplement, and long-term care 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, retirement plan consulting, and access to third-party investment managers. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management strategies.

Daniel Randall is a financial advisor at Osaic with 35 years of industry experience. He holds Series 63 and Series 65 licenses. Randall’s career includes long tenures at Lincoln Financial Group and its related entities. Outside of his advisory work, he is a partner in a family travel blog called Adventures of Our Clan. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.