Kimberley Baker is a CFP® professional with over 41 years of experience in financial planning and investment advisory services. She is currently with OSAIC and previously worked at Securities America, Inc. for 12 years. Baker also owns Advance Financial Group, a financial planning and investment advisory firm. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

David Maynard is a financial advisor with OSAIC in Winston Salem, NC, holding Series 63, 65, and 66 licenses and with 26 years of industry experience. He previously worked at Securities America Advisors, Inc., and LPL Financial. In addition to his advisory role, he manages a wealth management business providing investment advisory and financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of advisors and multiple platforms. The firm employs a range of asset allocation tools and offers integrated brokerage and advisory services with access to various investment products and third-party managers.