Ian Tannehill is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, First Bank Wealth Management, and Bankers Life. Outside of finance, he serves as head coach for North Davidson Lacrosse with Davidson County Schools. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a network of investment adviser representatives operating within a hybrid adviser/broker-dealer structure.

Brian Maners is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with OSAIC Institutions, Inc. and has worked at Infinex Investments, Inc. since 2014. Outside of financial advising, he contributes as a sports writer for Davidson Local, a local county news outlet. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.