James Easton is a CFP® certificant with 40 years of experience in financial advisory. He has worked at Osaic since 2023 and has been with SagePoint Financial since 2014. Easton also operates a sole proprietorship advising and selling fixed life and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and uses a range of portfolio construction tools including asset-allocation models and automated rebalancing.

Michael Foreman is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. Foreman holds Series 63 and Series 65 licenses and is active in his community as the immediate past president of the Rockford Rotary Club and as a boys volleyball coach at Gifted Academy at Thurgood Marshall School. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.