Tristan James is a financial advisor at Osaic with a Series 66 credential. He has been with Osaic Wealth Inc. since 2026 and also has experience at James Financial Partners. Prior to his advisory roles, he worked in the food service industry and education. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Abigail O'Quinn is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for seven years. Outside of her advisory role, she is involved in brokering life and health insurance through James Financial Partners, LLC, and co-manages a short-term rental property with her husband. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios that include a variety of investment products.