Andrew Payne is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Osaic since 2024 and previously at firms including Payne Financial Services, Inc., Executive Financial Resources, Inc., and Triad Advisors, Inc. Payne serves as secretary and treasurer of Payne Financial Services, Inc., an S-Corp involved in insurance product sales and services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

David Mosher is a financial advisor with Edward Jones in Boone, NC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a limited partner in a small-scale real estate development project focused on single-family homes in Boone, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.