Kenneth Harvey is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Infinex Investments, Bank of the James, Madison Avenue Securities, Wells Fargo Clearing, and Wachovia Securities. He has volunteered on the board of a neighborhood swimming pool in Lynchburg, VA. OSAIC Institutions, Inc. is a hybrid SEC-registered investment adviser and FINRA member serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a model that emphasizes IAR-driven account management with firm supervision.

Cody Syrek is a financial advisor at OSAIC Institutions, Inc. in Lynchburg, VA, holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of the James and Brown Edwards. Syrek attended James Madison University and has been pursuing additional certifications. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, operating a hybrid adviser/broker-dealer model that includes discretionary and non-discretionary management, access to alternative investments, and a lending marketplace.