Cammie Banks is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Inc., CETERA Advisor Networks LLC, and Legacy Advisor Network, Ltd. Banks is also a senior vice president and insurance agent at Legacy Advisor Network, where she is involved in insurance sales and support services for financial professionals. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio management using asset-allocation tools, risk assessments, and access to third-party money managers.

William Mowbray is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including eight years with Securities America Advisors and over two decades at Baer Insurance Services LLC. He is also involved in life insurance sales through Legacy Advisor Network and serves as President Elect of the Rotary Club of Madison West Middleton. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a broad range of services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

David Sorensen is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 49 years of industry experience. He has held prior roles at Securities America Advisors, Inc., Cetera Advisor Networks LLC, and has involvement in multiple business ventures including managing a succession planning firm and owning a fixed life insurance and annuities company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm utilizes a range of investment tools and advisory platforms to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.