Jesse Frazier is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2020. Prior to that, he held positions at American Funds and Allied Insurance Advisors. He is also the managing member of Allied Investment Advisors, an LLC involved in marketing, prospecting, and sales of securities and insurance-related products. Osaic Wealth, Inc. 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 supported by a broad network of affiliated advisers and multiple advisory platforms, utilizing a range of asset-allocation tools and third-party solutions.

Charles Frazier III is a CFP® professional with 40 years of industry experience. He is currently affiliated with Royal Alliance Associates, Inc. and has held prior roles at Signator Investors, Inc., CF Sub, LLC, and Transamerica Financial Advisors, Inc. He serves as a board member and treasurer of a local condominium owners association. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple managed account platforms incorporating a broad range of investment options.