Atlanta, GA Windy Ridge Parkway Office

Alyce Phinney is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Triad Advisors, Triad Hybrid Solutions, and Argent Bridge Advisors. Outside of her advisory practice, she is involved in divorce education as a speaker and educator and operates a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, third-party manager solutions, financial planning, and access to alternative investments, leveraging a combination of analytical approaches and platform integrations.

Eric Ashburn is a CFP® with 12 years of industry experience, currently serving as a financial advisor with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved with Argent Bridge Advisors as a wealth advisor and partner, and he owns Argent Bridge 2 Business Acceleration, providing consulting services for business owners. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical analysis, and provides access to alternative investments and specialized advisory solutions through platform partnerships and affiliated managers.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Triad Hybrid Solutions, Securities America, and SSN Advisory, among others. Outside of her advisory work, she serves as president of her local homeowners association, organizing community activities such as swim team and tennis committees. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a broad range of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform integrations and affiliated managers.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes positions at PFS Investments Inc and Primerica Financial Services, along with roles at Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he owns an LLC used for business operations and tax purposes. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs, retirement consulting, and access to alternative investments, utilizing multiple analysis and trading strategies while leveraging platform relationships and affiliated managers.

Lester Jones is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and Triad Hybrid Solutions. Outside of his advisory role, he is involved with Duo Wealth Advisors LLC, providing financial planning and investment management services. Osaic Advisory Services is an SEC-registered enterprise firm serving a broad client base, including individuals, pension plans, corporate entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, using a combination of fundamental and technical analysis alongside platform relationships to support its client strategies.

Brian Farkas is a financial advisor at Osaic Advisory Services, LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Osaic in 2024, he spent 21 years at American Portfolios Financial Services, Inc. Farkas owns and operates Baron’s Financial Strategies, Inc., which is involved in insurance and fixed annuity sales, and is also a part-owner of Dont Blink Insurance.net, focusing on life and long-term care insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment and consulting services with access to alternative investments and utilizes platform relationships and affiliated managers to deliver and monitor strategies.

Xavier Felipe is a CFP®-certified financial advisor with 36 years of industry experience. He currently works at Osaic Advisory Services, LLC and has prior experience at American Portfolios Financial Services and Janney Montgomery Scott. Outside of his advisory role, Felipe is involved in several life insurance businesses and leads a solar panel sales venture. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, using diverse strategies and platform integrations to serve both retail and institutional clients.

Terry Dickey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked previously at firms including Triad Advisors, Inc., Triad Hybrid Solutions, LLC, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory role, he serves as president of Empower Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a range of investment solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, employing a mix of fundamental and technical analysis alongside platform integrations for specialized strategies.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include 17 years at American Portfolios and earlier positions at Morgan Stanley. Outside of advisory work, he is involved in insurance sales activities, focusing on life and long-term care insurance through various agencies and his ownership of The Legendary Group, Inc. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform integrations to support institutional and individual clients.

Wade Roberts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, and Merrill. In addition to his advisory work, he provides notary services for clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing various strategies and maintaining platform relationships with Fidelity, Schwab, and others.

Richard Cross is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory work, he serves as President of the Lackawaxen Volunteer Ambulance, a nonprofit EMS organization. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing both fundamental and technical analysis, and integrates alternative investments and annuity sub-account management through multiple platform relationships.

Anthony Hosfeld is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at firms such as Triad Hybrid Solutions and Advocacy Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis alongside access to alternative investments and institutional resources.

Stephanie Atli is a CFP® professional at Osaic Advisory Services, LLC with approximately one year of experience at the firm and prior experience that includes a decade at Strategic Benefits Advisors. She is based in Atlanta, GA. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm provides a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, combining fundamental and technical analysis with tactical trading and other strategies.

Gerald Nackers is a financial advisor with Osaic Advisory Services, LLC based in Atlanta, GA, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Triad Advisors, Inc., Oarsman Capital Inc., and his own firm, Nackers & Associates, Inc. He is also a notary public and offers insurance products through an independent business. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers various investment programs and planning services, utilizing a range of strategies and partnerships to provide institutional-level access and platform integrations.

Antwone Harris is a CFP® and Series 66-licensed advisor with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Charles Schwab Bank, Charles Schwab, and Equitable Advisors. Outside of his advisory work, he is the CEO of Platinum Bridge Wealth Strategies, a business that sells retirement planning books and digital products, and he founded The New Greenwood Ave, which provides investment education. Osaic Advisory Services, LLC is an enterprise SEC-registered advisory firm serving a broad client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of services including representative-managed programs, third-party manager and wrap programs, retirement plan consulting, financial planning, and access to alternative investments, distinguished by its platform integrations and institutional client access.