James Stone is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Osaic since 2023. He previously worked at Lincoln Financial Advisors Corporation for 24 years and SagePoint Financial, Inc. for one year. Outside of his advisory role, he is involved with Ironbridge Wealth Counsel, LLC as a financial planner and owns 26.2 Pacer LLC, which holds shares in Ironbridge Wealth Counsel. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Richard Augustine Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked at SagePoint Financial, Lincoln Financial Advisors, and Austin Bancorp. Outside of his advisory role, he serves as president of R.J. Augustine & Associates, a firm providing tax, accounting, and strategic business services, and is treasurer of the Founders Club Homeowners Association. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment strategies and third-party manager programs.