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. She has prior experience at Triad Hybrid Solutions, Argent Bridge Advisors, and Neiman Marcus. Outside of her advisory role, 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 investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor portfolios.

Eric Ashburn is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He has held roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved in consulting and mentoring activities related to business acceleration and divorce financial analysis through Argent Bridge Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models, utilizing both proprietary and third-party platforms.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 38 years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Securities America, and SSN Advisory. She serves as president of the Byrnwyck Community Association homeowners board, organizing committees for local swim, tennis, and social activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at PFS Investments Inc and Primerica Financial Services. He is also the owner of Christopher W Bush LLC, an entity used for managing his business expenses and operations. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services delivered through multiple program models with custody primarily arranged through Schwab and Fidelity.

Lester Jones is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His career includes long tenures at Primerica Financial Services and Primerica Advisors, and more recent roles with Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he is involved with Duo Wealth Advisors LLC, focusing on investment management and retirement planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple advisory program models and a combination of proprietary and third-party platforms.

Brian Farkas is a financial advisor with Osaic Advisory Services, LLC who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Outside of advising, he owns and operates Baron’s Financial Strategies, Inc., which focuses on insurance and fixed annuity sales, and has partial ownership in Dont Blink Insurance.net, specializing in life and long-term care insurance. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and related services. The firm utilizes multiple advisory program models and combines proprietary and third-party platforms to build and monitor client portfolios.

Xavier Felipe is a CFP® with 36 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. He previously worked for American Portfolios Financial Services Inc. for 18 years. In addition to his advisory role, he is involved in life insurance services through several ventures, including ownership of XF Capital and part-ownership in Dont Blink Insurance.net, and he leads sales at XFelipe Solar Consultants. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and custody arrangements primarily through Schwab and Fidelity.

Terry Dickey is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors, Inc. and Triad Hybrid Solutions, LLC for eight years. He is also president of Empower Wealth Management, a wealth management firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models and utilizes a range of proprietary and third-party platforms to build and monitor client portfolios.

Jesse Hansford is a CFP® professional with 17 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2022. He previously worked with Triad Advisors and Raymond James Financial Services, among other firms. Outside of his advisory role, Hansford is treasurer for Loaves & Fishes, a nonprofit organization focused on eliminating hunger. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and utilizes multiple program models with custodians like Schwab and Fidelity.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at AmericanPortfolios for 17 years before joining Osaic in 2024. Outside of his advisory role, Ritter is involved in the sales of life and long-term care insurance through several agencies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides a variety of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models with custody primarily through Schwab and Fidelity.

Wade Roberts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has previously worked with firms including Wells Fargo Clearing and Triad Advisors. In addition to his advisory role, Roberts provides notary services for clients. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of investment and advisory services through multiple program models, utilizing both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.

Richard Cross is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Osaic in 2024, he spent 23 years with American Portfolios Financial Services, Inc. He also serves as a volunteer president of the Lackawaxen Volunteer Ambulance, participating in monthly meetings and community events. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models utilizing proprietary and third-party platforms.

Anthony Hosfeld is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Advocacy Wealth Management for eight years and Triad Hybrid Solutions for seven years. Hosfeld is also the owner of William and Wade Wealth, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

Stephanie Atli is a CFP® professional with over a decade of industry experience, currently affiliated with Osaic Advisory Services, LLC. She has worked at Osaic Wealth and EMICO Advisory Services since 2023 and previously spent ten years at Strategic Benefits Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models and collaborates with third-party platforms and managers.

Gerald Nackers is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining Osaic in 2024, he worked for Triad Advisors, Inc. for 12 years and has been affiliated with Oarsman Capital Inc. since 2008. He is also the owner of Investment Designers, a business through which he offers insurance products to clients as needed, and serves as a notary public. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, with portfolios constructed using proprietary guidance and third-party platforms.