Birmingham, AL Office Park Dr Office

John Dunham is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors. Dunham manages a paper manufacturing plant for Westrock Corp and serves as counsel for a nonprofit focused on improving mental and physical health in the construction industry. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated financial planning, investment advisory services, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports multiple advisory platforms and investment strategies.

Mason Smith is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has previous experience at Iron Legacy Wealth Advisors, the University of Alabama, and the Army National Guard. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment products.

Brian Smith is a financial advisor at OSAIC with 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. Smith serves as a Major in the U.S. Army Retired Reserve and owns B&G Ranch LLC, where he raises cattle and breeds horses. Additionally, he is a board member of Live Life Healthy, LLC, a health care company selling indemnity-based health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Paul Saia is a financial advisor at OSAIC with 49 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation from 1976 to 2025. Saia also engages in employee benefits and insurance services, including group life, dental, vision, medical, disability, fixed annuities, and life settlements. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a network of affiliated advisers and advisory platforms. The firm offers integrated brokerage, investment advisory, and financial planning services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Megan Manzi is a financial advisor at Osaic with 18 years of industry experience, including 17 years at Lincoln Financial Advisors. She holds the Series 66 credential. Outside of her advisory role, she is an insurance agent offering accident and health, disability, long-term care, life insurance, and annuity products, and she facilitates life settlement transactions for clients upon request. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a range of investment products across discretionary and non-discretionary accounts.

Benjamin Henderson is a financial advisor with OSAIC based in Birmingham, AL, and holds a Series 63 designation. He has 39 years of industry experience, including 31 years at Lincoln Financial Advisors Corporation prior to joining OSAIC in 2025. Outside of his advisory role, Henderson acts as an insurance agent offering various insurance products including medical, health, disability, long-term care, and life insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that incorporate a range of investment vehicles.