James Skorupski is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. He is also involved as a financial advisor and manager at Actaeon Wealth Management LLC. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client needs.

Anothoune Phimmasone is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisors. Phimmasone is a managing partner of P.I.M. CAPITAL, an LLC focused on fixed annuity and insurance business. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs quantitative tools and third-party managers to construct diversified portfolios and supports various legacy programs and account transitions.

Kevin Sourk is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisors. Outside of his advisory role, he manages Actaeon Wealth Management LLC and provides insurance quotes and recommendations through his sole proprietorship. OSAIC serves a wide range of clients including individual, high-net-worth, institutional, and charitable investors through an extensive network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools to construct diversified portfolios across various asset classes.