Jason Pruden is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Network. He also serves as an advanced planning consultant for Capitol Financial Solutions and acts as an agent under a power of attorney for a family member. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Ernest Davidson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. He also serves as a wealth advisor with Capitol Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party resources to manage portfolios across multiple asset classes.

Catherine Danford is a financial advisor at OSAIC with 29 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance Co. She also operates an LLC under the name Capitol Financial Solutions and is involved in researching fixed insurance products such as long-term care and life insurance for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and uses various analytical tools and third-party platforms to construct and manage customized investment portfolios.

Kristopher Olexy is a CFP® professional with 22 years of experience in financial services. He has worked at OSAIC since 2018 and previously spent 16 years with John Hancock Financial Services. Outside of his primary advisory role, he serves as an Advanced Planning Advisor for Capitol Financial Solutions and is CEO of an LLC established for tax purposes. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to both traditional and alternative investments.

Paul Kelly is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at F3Logic, LLC, Independent Financial Group, LLC, and National Planning Corporation. Outside of his advisory role, Kelly serves as power of attorney for his parents, managing their financial affairs and insurance benefits. OSAIC serves a wide range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Jacob Charlwood is a financial advisor with OSAIC in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Signator Investors/JHFN and has been affiliated with Wegmans since 2009. Outside of his advisory role, he provides financial advice focused on life insurance, disability income coverage, and long-term care through his work with Capitol Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment options, supporting both discretionary and non-discretionary account management.

Joshua Hutchinson is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Capitol Financial Solutions, and MassMutual Financial Group. Outside of his advisory role, he is also an independent insurance agent. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and provides access to third-party money managers and unified managed accounts.