Gary Gaulden is a CFP®-certified advisor with over 33 years of experience in financial services. He has worked at Osaic Advisory Services, LLC since 2024 and previously held roles at Securities America, Inc., Arbor Point Advisors, and Ameriprise Financial Services, Inc. He operates a satellite office in Atlantic Beach, North Carolina, under Gaulden & Associates. Osaic Advisory Services, LLC is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Blake Gaulden is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at firms including Ameriprise Financial Services, Lincoln Financial Advisors, and LPL Financial before joining Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through both proprietary and third-party platforms.