Charlotte, NC Ballantyne Corporate Place Office

Andrew King is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Metlife Securities and Mass Mutual. Outside of his advisory role, he serves as vice president of the Gary Hammond Scholarship Foundation, assisting with event coordination. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering a range of advisory services from financial planning to managed portfolios. The firm employs advanced asset-allocation tools and supports multiple investment platforms and third-party solutions.

Nathan Weir is a CFP® with seven years of industry experience, currently advising at OSAIC since 2019. Prior to joining OSAIC, he held roles at First Financial Federal Credit Union of Maryland and Morgan Stanley. He has also worked as a financial planner with Capitol Financial Solutions. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Christopher Gurganus is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® and ChFC® designations and worked previously at John Hancock for 15 years before joining OSAIC in 2018. In addition to his advisory role, he operates Capitol Financial Solutions as a financial planning business and works as a broker recommending fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, employing advanced portfolio construction tools and supporting both discretionary and non-discretionary account management.