Charlotte, NC Vantage Park Drive Office

Richard Brown Sr. is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. Outside of financial advising, Brown owns and operates an IT consulting company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Joseph Hagner is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior roles include positions at Woodbury Financial Services, Lord Abbett, and Merrill. Outside of his advisory work, he serves as president and director of Advisory Consulting Services, LLC, a firm involved in recruiting financial advisors. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and a range of managed account solutions supported by third-party money managers and proprietary strategies.

Joel Burris is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, PaxMentis Advisors, and GCG Wealth Management, where he is currently President and Managing Director. Outside of his advisory work, Burris is involved in a family-owned agricultural and timber farm operation known as Burris Skyfall Ranch. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is recognized for its scale, complex affiliate network, and multi-advisor platform serving individual investors, retirement plans, charities, and corporate clients.

James Ball is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Woodbury Financial Services. He also serves as Executive Vice President and Compliance Director at GCG Wealth Management, where he manages compliance and operations. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation and portfolio optimization.

Samuel Turner is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations. Turner previously worked at Woodbury Financial Services, Questar Asset Management, Capital Guardian Wealth Management, Anderson & Strudwick, Citigroup Global Markets, Banc of America Investment Services, and Merrill. Outside of his advisory role, he owns and operates Turner Insurance, a sole proprietorship focused on supplemental, whole life, and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and flexible implementation through discretionary and third-party managed strategies.

Andrew Howe is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, GCG Wealth Management, and Securian Financial Services. Outside of his advisory role, he also acts as an insurance agent offering fixed insurance products and annuities through GCG Wealth Management. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various tools and strategies across a broad spectrum of program offerings.

David Buffie is a CFP® professional with 11 years of industry experience, currently with OSAIC Wealth Inc in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, and Merrill. He serves as a board member for the nonprofit Beds for Kids and holds ownership interests in two restaurant ventures in Atlanta. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Schuyler Howe is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. Howe is also involved as an insurance agent with GCG Wealth Management, where he offers fixed annuities, life insurance, and health insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various managed account programs and third-party managers.

Michael Wagner is a financial advisor at Osaic Wealth Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Bank of America, Merrill, Morgan Stanley, and Legg Mason Wood Walker. Wagner serves as president of the Myers Park High School Mustang Club and owns Elite Edge Athlete Solutions, which provides financial education to college athletes and their families. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Isabella Xenakis is a Series 66-licensed financial advisor with one year of industry experience, currently with OSAIC in Charlotte, NC. Her prior experience includes roles at GCG Wealth Management and Shop SXC, as well as employment with Steve Madden and the College of Charleston. She also serves as a business manager for GCG Wealth Management, LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization and is known for its scale, affiliate network, and recent consolidation activities.

Bryan Cassells is a financial advisor at OSAIC based in Charlotte, NC, with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at firms including Woodbury Financial Services, Questar Asset Management, Capital Guardian Wealth Management, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, Cassells is involved in managing assets and insurance product sales through GCG Wealth Management and its affiliated entities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and supports various strategies including discretionary Unified Managed Accounts and third-party manager programs.

Eric Welch is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Welch serves as president of Point of Grace Lutheran Church, where he leads trustee and voters meetings. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.