Brook Ledbetter is a financial advisor at OSAIC Institutions, INC. based in Clarksville, TN, holding a Series 66 designation. He has been with OSAIC since 2022 and has prior experience at H&R Block, Fortera Credit Union, First Horizon Bank, and McCurleys National Flooring. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and extensive networking with banks and credit unions, supporting a broad mix of advisory solutions.

Cristine Furey is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, including roles at Infinex Investments, Inc., Fortera Credit Union, Cuso Financial Services, and Mercer County State Bank. Outside of her advisory work, she is a private owner of a rental property. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services that include financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s advisory approach combines fundamental and technical analysis and emphasizes non-discretionary asset management.