Auburn, AL Office

Jeffrey Nance is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Arbor Point Advisors, Lincoln Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved with 20/20 Wealth Management Group, where he sells life and health insurance as well as annuities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers diverse advisory services through multiple program models, utilizing proprietary and third-party platforms to construct and monitor portfolios.

Morgan Holmes is a financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, CRC Insurance, and 20/20 Wealth Management Group. He attended Auburn College from 2013 to 2017. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, 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 a combination of proprietary guidance and third-party platforms.

Amanda Harrelson is a ChFC® credentialed financial advisor with 20 years of industry experience. She currently works at Osaic Advisory Services, LLC and has held previous roles at Arbor Point Advisors, Securities America, Inc., CETERA Advisor Networks LLC, and Summit Financial Group Inc. Outside of her advisory work, Harrelson serves as an adjunct professor at Auburn University, where she teaches one to two courses per semester. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range 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.

William Jinright is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has held prior roles at Securities America, Inc. and Gibson and Carden, where he also works as a CPA staff accountant preparing tax returns and handling bookkeeping tasks. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models with custody and execution primarily through Schwab and Fidelity.

Lonnie Simpson Jr. is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked with Arbor Point Advisors, Securities America, and Cetera Advisor Networks. Simpson serves as a board member of the Jason Dufner Charitable Foundation and is involved in several entrepreneurial ventures including ownership of 4-Invest LLC and managing Triple S Tree Farm LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers a variety of investment and financial planning services delivered through multiple program models, utilizing proprietary guidance and third-party platforms.