Birmingham, AL Cahaba Valley Road Office

Donald Williams Jr. is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at OSAIC since 2004 and previously spent over 15 years with JSL Securities and J. Smith Lanier & Co. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes advanced asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Derek Burrow is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, J. Smith Lanier, Royal Alliance, and Advo(k)ate Advisors, where he currently serves as a Senior Relationship Manager. Outside of his advisory work, he is a volunteer board member for YMCA Camp Cosby. OSAIC serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides integrated brokerage, advisory, and retirement consulting services, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes, with both discretionary and non-discretionary management options.

Lisa Pettis is a financial advisor with OSAIC based in Birmingham, AL, holding Series 65 and Series 63 licenses and having 13 years of industry experience. Her career includes roles at Royal Alliance, Equitable Advisors, Axa Advisors, and other firms. She is also Vice President and Senior Relationship Manager at Advo(k)ate Advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

William Owen is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Anderson, Williams & Co. and Royal Alliance Associates, INC. for 35 years each. Outside of his advisory roles, he serves as president of Owen Advisors Inc., a corporation involved in life insurance and annuity sales. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers a range of integrated financial services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Lindsay Luketic is a financial advisor with Osaic Wealth Inc. in Birmingham, Alabama, holding Series 63 and Series 65 designations. She has 14 years of industry experience, including roles at J. Smith Lanier & Co. and currently serves as Vice President and Director of Relationship Management at Advo(k)ate Advisors. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using various portfolio construction tools and multiple advisory platforms to meet client needs.

Phillip Blankenship is a financial advisor with OSAIC in Birmingham, AL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with OSAIC since 2008 and previously worked at J. Smith Lanier. He is a principal of Advo(k)ate Advisors, LLC, a related entity connected to his branch office activities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles on both discretionary and non-discretionary bases.