Charlotte, NC Vantage Park Drive Office

Richard Brown Sr. is a financial advisor at OSAIC with six years of industry experience. He previously worked at Woodbury Financial Services and has owned an IT consulting company since 2001. In addition to his advisory role, he provides IT support and serves as an information security officer for affiliated firms. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios, utilizing quantitative tools and multiple advisory platforms.

Joseph Hagner is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and Lord Abbett. Outside of advisory work, he serves as president and director of Advisory Consulting Services, LLC, a firm involved in recruiting financial advisors. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering advisory and brokerage services through a large network of affiliated advisors. The firm employs diversified investment strategies with portfolio tools such as asset-allocation models, risk assessments, and automated rebalancing.

Joel Burris is a financial advisor with Osaic Wealth, Inc. based in Charlotte, NC. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, PaxMentis Advisors, Questar Capital Corporation, and has been involved with GCG Wealth Management since 2010. Outside of his advisory roles, he is a partner in Burris Skyfall Ranch, a family-owned land operation transitioning from timber to agricultural use. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage, advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk assessment, and automated rebalancing across various investment vehicles.

James Ball is a financial advisor at OSAIC in Charlotte, NC, with 24 years of industry experience. He holds the Series 66 designation and has held roles at firms including Woodbury Financial Services, PaxMentis Advisors, and Capital Guardian Wealth Management. Ball also serves as Executive Vice President and Compliance Director at GCG Wealth Management, where he manages compliance and operations. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Samuel Turner is a financial advisor at OSAIC with 42 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at firms including Woodbury Financial Services, Questar Asset Management, and Capital Guardian Wealth Management. In addition to his advisory role, he owns Turner Insurance, where he offers supplemental, whole life, and long-term care insurance products. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a broad network of affiliated advisors and multiple platforms.

Andrew Howe is a financial advisor at Osaic Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, and GCG Wealth Management, where he also serves as an insurance agent offering fixed insurance products. Based in Charlotte, NC, Howe has been with Osaic since 2024. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, providing integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset types and offers access to third-party money managers and wrap programs.

David Buffie is a financial advisor at Osaic Wealth Inc. with 11 years of industry experience. He holds the CFP® and Series 66 credentials and has prior experience with Wells Fargo Clearing Services, Bank of America, and Merrill. Buffie serves as a board member for the nonprofit Beds for Kids and holds ownership interests in two restaurant businesses in Atlanta. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary portfolio management to serve individual investors, corporations, pension plans, and charitable organizations.

Schuyler Howe is a financial advisor with OSAIC, holding a Series 66 credential and 14 years of industry experience. He has worked previously at Woodbury Financial Services and Questar Capital Corporation. Howe also operates as an insurance agent with GCG Wealth Management, offering fixed annuities, life insurance, and health insurance services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analyses to construct portfolios across multiple asset classes and managed-account solutions.

Michael Wagner is a financial advisor at Osaic Wealth Inc. based in Charlotte, NC, holding a Series 66 designation with 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, and Merrill. Wagner serves as president of the Myers Park High School Mustang Club and provides financial education to college athletes and their families through his company, Elite Edge Athlete Solutions. OSAIC Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various tools and third-party solutions to build and manage portfolios across a range of asset classes.

Isabella Xenakis is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has previously worked at GCG Wealth Management, Inc. and Shop SXC. Outside of advising, she serves as a business manager for GCG Wealth Management, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management.

Bryan Cassells is a financial advisor with OSAIC in Charlotte, NC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Capital Guardian in various advisory roles. Outside of his advisory duties, he manages assets and insurance product sales through affiliated entities connected to GCG Wealth Management. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities, offering integrated investment advisory and brokerage services. The firm utilizes a range of portfolio construction tools and supports multiple advisory platforms and third-party managed accounts.

Eric Welch is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Gcg Wealth Management. Welch serves as president of Point of Grace Lutheran Church, where he leads trustee and voters meetings. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers.