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Ronnie F

Series 65, Series 63

Silver Spring, MD

OSAIC

Ronnie Franks is a financial advisor at OSAIC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bailey Wealth Advisors and UpSlope Advisors, Inc. Outside of his advisory role, he serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John H

Series 63, Series 65

Silver Spring, MD

OSAIC

John Henderson III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Lincoln Financial Advisers and Voya Financial Advisors. Outside of advising, he serves as a soccer referee for various levels and is a board member promoting soccer in Maryland. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric B

Series 63

Silver Spring, MD

OSAIC

Eric Bailey is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for nearly three decades before joining OSAIC. Bailey is a board member of George B. Thomas Learning Academy, a nonprofit focused on educational programs for underserved youth. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk tolerance assessments, and third-party money managers to construct and manage portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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