Randall Greene is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 26 years. Greene operates a sole proprietorship as an insurance agent, providing fixed annuity renewals, long-term care policies, and life insurance quotes. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio construction utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options.

Ching Kai Fei is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held roles at Raymond James Financial Services Advisors, Woodbury Financial Services, and Charles Schwab, among others. Outside of his advisory work, he is a financial planner at Planwell Financial Planning and a partner at Actaeon Wealth Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services, retirement plan consulting, and access to various managed account solutions through a large network of affiliated advisers and multiple platforms.