Chapel Hill, NC Office

Roger Werner is a financial advisor at OSAIC with 54 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Werner previously worked at Royal Alliance Associates, Inc. since 2018 and spent 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company from 1993 to 2018. Outside of advisory work, he volunteers on the University of North Carolina Board of Visitors, assisting with communication to prospective honors students. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a network of affiliated advisers and multiple platforms. The firm integrates brokerage and advisory services, employing asset-allocation tools and offering portfolios with a range of securities managed on discretionary or non-discretionary bases.

Nancy Anderson is a financial advisor at OSAIC with 37 years of industry experience. She has held positions at Sagepoint Financial, Inc. for 14 years prior to joining OSAIC. Anderson also serves as president of Financial Change Management Inc. and is involved in insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Marvin Rauchbach is a financial advisor with OSAIC in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for VALIC Financial Advisors for 38 years before joining Agia and then OSAIC. Outside of his advisory work, he performs as a drummer in jazz bands. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.