Nathan Lee is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at firms including Triad Advisors, Bank of America, and Merrill. Outside of his advisory role, Lee is president of Riverside Digital LLC, a company that acquires digital assets for long-term capital appreciation and income, and he operates a YouTube channel approved through Osaic’s compliance process. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing proprietary guidance and third-party platforms.

Olivia Casper is a financial advisor at Osaic Advisory Services, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Robert W Baird and Regions Bank. Outside of her advisory role, she assists a financial advisor as a registered client associate with Servet Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.