Timothy Meyers is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with firms including LPL Financial and Investment Professionals, Inc., and has also served at Cashmere Valley Bank since 2014. Outside of his advisory work, he serves as a board member for a homeowners association in Maui and is involved in a condo ownership LLC focused on shared property management. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a wide range of securities and investment options.

Mitchell Meyers is a financial advisor at OSAIC with seven years of industry experience. He has worked previously at LPL Financial LLC and Investment Professionals, Inc., and maintains a role at Cashmere Valley Bank. Meyers is licensed with a Series 66 designation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various portfolio construction tools and third-party partnerships to provide customized investment solutions.