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, Securities America, Inc., Lincoln Financial Advisors, McDonald & Hagen Wealth Management, LLC, and LPL Financial, LLC. Outside of advisory services, he is involved in selling life and health insurance, Medicare supplemental coverage, and annuities through 20/20 Wealth Management Group, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms.

Morgan Holmes is a Series 66-licensed financial advisor at Osaic Advisory Services, LLC with four years of industry experience. His prior roles include positions at Merrill, CRC Insurance, and 20/20 Wealth Management Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. 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 financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 20 years of experience in the industry, with prior roles at Arbor Point Advisors, Securities America, Inc., and Summit Financial Group Inc. Harrelson is also 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 individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a variety of advisory services, including investment management and retirement plan consulting, using multiple program models and a combination of proprietary and third-party platforms.

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 previously worked at Securities America, Inc. and Gibson and Carden, where he is also employed as a staff accountant. 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 governmental entities. The firm provides various advisory services through multiple program models and utilizes a combination of proprietary and third-party platforms for portfolio management.

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 at Arbor Point Advisors, Securities America, Cetera, and Summit Brokerage Services. He serves as a board member of the Jason Dufner Charitable Foundation and is involved in business development through an LLC focused on commercial real estate projects. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse clientele 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 both proprietary and third-party platforms.