James Bell is a financial advisor at Osaic Advisory Services, LLC with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with firms including Securities America, Arbor Point Advisors, and Cetera Advisors. Bell maintains a licensing arrangement to service pre-existing fixed insurance policies for clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodial arrangements with Schwab and Fidelity.

Dean Mckenzie is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Mckenzie also operates A R M Wealth Management, focusing on fixed and variable annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and annuity sub-account management through multiple program models and utilizes proprietary and third-party platforms.