Caitlin Gilman is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including FSC Securities Corporation, Bank of America, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she teaches math as an adjunct faculty member at Central Piedmont Community College and serves as a visiting lecturer at the University of North Carolina at Charlotte. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple platforms to construct portfolios tailored to client needs.

Dawn Mcallen is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corp for eight years before joining OSAIC in 2023. Outside of her advisory role, she owns and manages businesses that assist clients in organizing and digitizing personal and legal information. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios including various asset classes.